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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 Strategy Cap, LLC (swap one in):+ Independent Investment Advisors $68.5M · Hillsboro, OR+ Gallatin Wealth Management LLC $68.1M · Wilson, WY+ Opportunity Investment Group, LLC $61.6M+ Bisonwood Financial Management $61.6M · Austin, TX
Bend, OR
Lake Oswego, OR
Santa Monica, CA
Assets under management$64.8M$68.6M$61.5M
Asset growth, last 2 years+35%––
Advisory staff251
Individual clients681326
Assets per client$954K$5.3M$2.4M
Clients per advisor34326
Main custodianSchwab––
Filing with the SEC since202220262026
Tools in their stack114
People on Advicer.bio221

From each firm's latest Form ADV (Mar 2026, Jan 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

Individual clients

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.

ToolStrategy Cap, LLCKeturi Investment Management, LLCRefresh Investments
Website Builders
Squarespace–Uses itUses it
WebflowUses it––
Client File Sharing
Box––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Strategy Cap, LLC: Schwab · Keturi Investment Management, LLC: none listed · Refresh Investments: none listed