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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 Triathlon Partners LLC (swap one in):+ Silveroak Investments, LLC $63.2M+ Koi Portfolio Management, LLC $63.2M+ Martino Capital, LLC $57.1M+ Summit Investment Advisory Group LLC $57.1M · Huntingdon Valley, PA
Palm Beach, FL
Assets under management$60.1M$63.2M$63.2M
Asset growth, last 2 years–+8%−58%
Advisory staff122
Individual clients2819345
Assets per client$2.1M$327K$1.4M
Clients per advisor289723
Main custodian––Schwab
Filing with the SEC since20262012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio122

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

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.

ToolTriathlon Partners LLCBills Asset ManagementCypress Capital Group
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Triathlon Partners LLC: none listed · Bills Asset Management: none listed · Cypress Capital Group: Schwab