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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+ Fletching Arrows Wealth Management LLC $43.3M · Loveland, CO
Winter Park, FL
Sarasota, FL
Columbus, OH
Assets under management$45.6M$48M$43.3M
Asset growth, last 2 years+178%––
Advisory staff114
Individual clients3415568
Assets per client$1.3M$310K$637K
Clients per advisor3415517
Main custodianInteractive Brokers––
Filing with the SEC since202120262026
Tools in their stack–––
People on Advicer.bio114

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

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 · Physicians Wealth Solutions, LLC: none listed