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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
Dallas, TX
Assets under management$405.1M$425.4M$384.6M
Asset growth, last 2 years+32%+78%−15%
Advisory staff944
Individual clients85361750
Assets per client$475K$690K$7.7M
Clients per advisor9515413
Main custodianSchwabWells FargoPershing
Filing with the SEC since201720182015
Tools in their stack324
People on Advicer.bio944

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 ServicesPromus Advisors
CRM
Envestnet TamaracUses it––
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
Schedule Apps
CalendlyUses it––
GReminders–Uses it–
Website Builders
SquarespaceUses it––
Wix–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Triton Wealth Management, PLLC: Schwab · Big Investment Services: Wells Fargo · Promus Advisors: Pershing