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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 Aletheian Wealth Advisors LLC (swap one in):+ Plan A Wealth, LLC $433.8M · Lincoln, NE+ Waypoint Wealth Counsel LLC $433.3M · Atlanta, GA+ Miura Investment Advisors, Inc $391.8M · Miami, FL+ Paul Manners & Associates, Inc. $391.7M · Marietta, GA
Bellevue, WA
Canonsburg, PA
East Petersburg, PA
Assets under management$412.5M$433.5M$434.1M
Asset growth, last 2 years+46%+4%+38%
Advisory staff546
Individual clients105199577
Assets per client$3.9M$2.2M$752K
Clients per advisor215096
Main custodianFidelitySchwabSchwab
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack231
People on Advicer.bio546

From each firm's latest Form ADV (Feb 2026, Mar 2026, May 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.

ToolAletheian Wealth Advisors LLCSantori & PetersComprehensive Financial Planning, Inc.
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy KrakenUses it–Uses it
Financial Planning
eMoneyUses itUses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Aletheian Wealth Advisors LLC: Fidelity · Santori & Peters: Schwab · Comprehensive Financial Planning, Inc.: Schwab