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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 Altior Capital (swap one in):+ Contemporary Financial Planning $48M · Jacksonville, FL+ Worthen Financial Advisors $47.9M · Friendswood, TX+ Successful Resource Management, LTD. $43.3M · Johnston, IA+ Physicians Wealth Solutions, LLC $43.3M · Columbus, OH
Winter Park, FL
Sarasota, FL
Loveland, CO
Assets under management$45.6M$48M$43.3M
Asset growth, last 2 years+178%––
Advisory staff111
Individual clients34155276
Assets per client$1.3M$310K$157K
Clients per advisor34155276
Main custodianInteractive Brokers––
Filing with the SEC since202120262026
Tools in their stack–––
People on Advicer.bio111

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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Altior Capital: Interactive Brokers · Swan Retirement Strategies: none listed · Fletching Arrows Wealth Management LLC: none listed