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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 Allegiance Financial Group (swap one in):+ Peak Planning Group, LLC $710M · Centennial, CO+ Wealthbridge Capital Management, LLC $709.7M · Westerville, OH+ Riverstone Advisors, LLC $640.9M+ Riggs Asset Management Co Inc $640M · Dallas, PA
Vienna, VA
Minnetonka, MN
Safety Harbor, FL
Assets under management$675M$709.6M$709.6M
Asset growth, last 2 years+61%–+21%
Advisory staff1239
Individual clients5713851,481
Assets per client$1.2M$1.8M$479K
Clients per advisor48128165
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since202120242012 or earlier
Tools in their stack––1
People on Advicer.bio738

From each firm's latest Form ADV (May 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.

ToolAllegiance Financial GroupNavista Wealth Management, Inc.Rogan & Associates
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: Allegiance Financial Group: Schwab, Pershing, Fidelity · Navista Wealth Management, Inc.: Raymond James · Rogan & Associates: Schwab, Lincoln Financial Securities Corporation