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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 724 Capital, LLC (swap one in):+ Invest Capital Partners $271.9M · Springboro, OH+ Alliance Financial $271.8M · Wyomissing, PA+ Sierra Pacific Private Wealth, LLC $245.9M · Pleasanton, CA+ Pinnacle West Asset Management Inc $245.9M · Casper, WY
Newtown, PA
Savannah, GA
Assets under management$258.9M$271.9M$271.9M
Asset growth, last 2 years+31%+46%+18%
Advisory staff1531
Individual clients1,24718398
Assets per client$208K$1.5M$2.8M
Clients per advisor836198
Main custodianFidelityFidelitySchwab
Filing with the SEC since20212012 or earlier2019
Tools in their stack––1
People on Advicer.bio1331

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.

Tool724 Capital, LLCCrossgate Wealth Advisors, LLCBull Street Advisors
Website Builders
Squarespace––Uses it

Custodians on Form ADV: 724 Capital, LLC: Fidelity · Crossgate Wealth Advisors, LLC: Fidelity · Bull Street Advisors: Schwab, Stifel, Morgan Stanley, Suntrust Capital Markets, Inc.