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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
New York, NY
Assets under management$412.5M$433.5M$391.5M
Asset growth, last 2 years+46%+4%+84%
Advisory staff5432
Individual clients105199973
Assets per client$3.9M$2.2M$402K
Clients per advisor215030
Main custodianFidelitySchwab–
Filing with the SEC since20192012 or earlier2017
Tools in their stack233
People on Advicer.bio5441

From each firm's latest Form ADV (Feb 2026, Mar 2026, Sep 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 & PetersSiebert Advisornxt, LLC.
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
CRM
HubSpot––Uses it
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses itUses it–
Portfolio Management
Orion–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Aletheian Wealth Advisors LLC: Fidelity · Santori & Peters: Schwab · Siebert Advisornxt, LLC.: none listed