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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 Traverse Private Wealth (swap one in):+ Bridgeport Asset Management, LLC. $30.4M · Madison, WI+ Partners Capital Management, Inc. $30.4M+ Wipple Creek, LLC $27.4M+ Osborne Capital Management $27.4M · San Diego, CA
Radnor, PA
Morgantown, PA
Chicago, IL
Assets under management$28.9M$30.5M$30.4M
Asset growth, last 2 years––+10%
Advisory staff113
Individual clients184229
Assets per client$1.6M$726K$1M
Clients per advisor184210
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack5––
People on Advicer.bio113

From each firm's latest Form ADV (Feb 2026, Aug 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.

ToolTraverse Private WealthElliker FinancialAurelien Capital Partners
Digital Marketing
LevitateUses it––
Snappy KrakenUses it––
Client Data Gathering
JotformUses it––
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Traverse Private Wealth: none listed · Elliker Financial: none listed · Aurelien Capital Partners: Schwab