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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):+ Appomattox Advisory, Inc $425.6M · New York, NY+ Quad-Cities Investment Group, LLC $425.5M · Davenport, IA+ Psi Capital Management $384.8M · Lancaster, PA+ Pacific Asset Management, LLC $384.8M · Gig Harbor, WA
Sun City, AZ
Dover, DE
Danvers, MA
Assets under management$405.1M$425.4M$425.4M
Asset growth, last 2 years+32%+78%+31%
Advisory staff945
Individual clients853617490
Assets per client$475K$690K$868K
Clients per advisor9515498
Main custodianSchwabWells FargoSchwab
Filing with the SEC since201720182012 or earlier
Tools in their stack325
People on Advicer.bio945

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 ServicesStonehearth Capital Management
Schedule Apps
CalendlyUses it–Uses it
GReminders–Uses it–
Website Builders
SquarespaceUses it–Uses it
Wix–Uses it–
Client File Sharing
Box––Uses it
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Triton Wealth Management, PLLC: Schwab · Big Investment Services: Wells Fargo · Stonehearth Capital Management: Schwab