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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 Triton Wealth Management, PLLC (swap one in):+ Quad-Cities Investment Group, LLC $425.5M · Davenport, IA+ Stonehearth Capital Management $425.4M · Danvers, MA+ Psi Capital Management $384.8M · Lancaster, PA+ Pacific Asset Management, LLC $384.8M · Gig Harbor, WA
Sun City, AZ
Dover, DE
New York, NY
Assets under management$405.1M$425.4M$425.6M
Asset growth, last 2 years+32%+78%−44%
Advisory staff944
Individual clients85361714
Assets per client$475K$690K$30.4M
Clients per advisor951544
Main custodianSchwabWells Fargo–
Filing with the SEC since201720182012 or earlier
Tools in their stack32–
People on Advicer.bio94–

From each firm's latest Form ADV (Jul 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

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.

ToolTriton Wealth Management, PLLCBig Investment ServicesAppomattox Advisory, Inc
Schedule Apps
CalendlyUses it––
GReminders–Uses it–
Website Builders
SquarespaceUses it––
Wix–Uses it–
CRM
Envestnet TamaracUses it––

Custodians on Form ADV: Triton Wealth Management, PLLC: Schwab · Big Investment Services: Wells Fargo · Appomattox Advisory, Inc: none listed