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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 Tritonpoint Wealth, LLC (swap one in):+ Rodgers & Associates $1.63B · Lancaster, PA+ Trivium Point Advisory, LLC $1.63B · Wilton, CT+ Hhm Wealth Advisors, LLC $1.47B · Chattanooga, TN+ Cjm Wealth Advisers, LTD. $1.47B · Falls Church, VA
Chevy Chase, MD
Annapolis, MD
Bethesda, MD
Assets under management$1.55B$1.64B$1.44B
Asset growth, last 2 years+17%+38%+35%
Advisory staff6158
Individual clients3382,664444
Assets per client$4.6M$617K$3.2M
Clients per advisor5617856
Main custodianSchwabSchwabFidelity
Filing with the SEC since202320132012 or earlier
Tools in their stack–31
People on Advicer.bio11158

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

ToolTritonpoint Wealth, LLCScarborough Capital ManagementMv Capital Management, Inc.
CRM
Envestnet Tamarac––Uses it
HubSpot–Uses it–
Digital Marketing
Amplify Reviews–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Tritonpoint Wealth, LLC: Schwab, Fidelity · Scarborough Capital Management: Schwab · Mv Capital Management, Inc.: Fidelity, Broadridge Business Process Outsourcing, LLC