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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):+ Bradford Capital Management, LLC $63.4M+ Hyland Wealth Management LLC $63.4M · Green, OH+ Owl and Ore Wealth Planning $57.3M · Pleasant Hill, CA+ Nottinghill Investment Advisers, LTD $57.2M · Cincinnati, OH
Bothell, WA
Traverse City, MI
Assets under management$60.4M$63.4M$63.4M
Asset growth, last 2 years–+85%+217%
Advisory staff221
Individual clients7994136
Assets per client$764K$675K$466K
Clients per advisor4047136
Main custodian––Schwab
Filing with the SEC since20262012 or earlier2018
Tools in their stack–24
People on Advicer.bio221

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

Advisory staff

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.Tremonte Financial Consultants
Custodial Platform
Charles Schwab–Uses itUses it
Axos––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Somerville Associates: none listed · Sound Investment Strategies, Inc.: none listed · Tremonte Financial Consultants: Schwab