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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Somerville Associates (swap one in):+ Hyland Wealth Management LLC $63.4M · Green, OH+ Tremonte Financial Consultants $63.4M · Traverse City, MI+ Owl and Ore Wealth Planning $57.3M · Pleasant Hill, CA+ Nottinghill Investment Advisers, LTD $57.2M · Cincinnati, OH
Bothell, WA
Brentwood, TN
Assets under management$60.4M$63.4M$57.2M
Asset growth, last 2 years–+85%–
Advisory staff222
Individual clients79949
Assets per client$764K$675K$6.4M
Clients per advisor40475
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack–23
People on Advicer.bio22–

From each firm's latest Form ADV (Sep 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolSomerville AssociatesSound Investment Strategies, Inc.Canterbury Tollgate
Client File Sharing
Dropbox––Uses it
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
UpContent––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Wix––Uses it