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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 Albion Financial Group (swap one in):+ Pinnacle Advisors $2.14B · Mansfield, OH+ Suncoast Equity Management, LLC $2.11B · Tampa, FL+ Dt Investment Partners, LLC $1.91B · Chadds Ford, PA+ Resolute Partners Group $1.91B · San Francisco, CA
Salt Lake City, UT
Princeton, NJ
New York, NY
Assets under management$2.01B$2.13B$2.14B
Asset growth, last 2 years+26%+51%+84%
Advisory staff1459
Individual clients722544257
Assets per client$2.8M$3.9M$8.3M
Clients per advisor5210929
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack241
People on Advicer.bio17510

From each firm's latest Form ADV (Jun 2026, May 2026, Jan 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.

ToolAlbion Financial GroupRoundview Capital, LLCNext Capital Management LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Client File Sharing
ShareFile–Uses it–
CRM
Envestnet TamaracUses itUses it–
Financial Planning
eMoneyUses it––
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Albion Financial Group: Schwab, Fidelity · Roundview Capital, LLC: Schwab, Fidelity · Next Capital Management LLC: Schwab