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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 Aim Capital (swap one in):+ Strategic Wealth Advisors, LLC $325.2M+ Treiberg Wealth Management $325.1M · Tucson, AZ+ Resolute Wealth Advisor, Inc. $293.8M · Findlay, OH+ Wisconsin Capital Management, LLC $293.6M · Madison, WI
Scottsdale, AZ
Lake Wylie, SC
Scottsdale, AZ
Assets under management$309.3M$325.1M$328.3M
Asset growth, last 2 years+37%+57%+47%
Advisory staff234
Individual clients23625785
Assets per client$1.3M$1.3M$3.9M
Clients per advisor1188621
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack––2
People on Advicer.bio234

From each firm's latest Form ADV (Feb 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.

ToolAim CapitalCatawba River CapitalZenith Wealth Advisors
Custodial Platform
Charles Schwab––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Aim Capital: LPL Financial · Catawba River Capital: Fidelity · Zenith Wealth Advisors: Schwab