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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 Api Financial Advisors, LLC (swap one in):+ Wolfbridge Wealth $88.9M · Durham, NC+ Halcyon Wealth Management, LLC $88.9M · Boulder, CO+ Castellano Wealth Planning $80.4M+ Champion Financial Planning Group, LLC $80.4M · Annapolis, MD
Rockledge, FL
Palm Beach Gardens, FL
Assets under management$84.7M$88.9M$80M
Asset growth, last 2 years+90%+25%–
Advisory staff1312
Individual clients22725255
Assets per client$373K$3.6M$314K
Clients per advisor1725128
Main custodianSchwabFidelity–
Filing with the SEC since201920142026
Tools in their stack–––
People on Advicer.bio1212

From each firm's latest Form ADV (Sep 2026, Jan 2026, Apr 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

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

Custodians on Form ADV: Api Financial Advisors, LLC: Schwab · Shfp, LLC: Fidelity · Digital Asset Investment Management: none listed