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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 Aria Wealth Partners (swap one in):+ Pinnacle Wealth Management, Inc. $118.1M · Brighton, MI+ Vanderpol Investments L.l.c. $118.1M · Caledonia, MI+ Stonex International Advisors Inc $106.7M · Miami, FL+ Brighthaven Financial Advisors $106.6M · Huntsville, AL
Charlottesville, VA
Boca Raton, FL
Yorba Linda, CA
Assets under management$112.3M$118M$118M
Asset growth, last 2 years–+162%+637%
Advisory staff231
Individual clients8697221
Assets per client$1.3M$1.2M$534K
Clients per advisor4332221
Main custodian––Schwab
Filing with the SEC since20242012 or earlier2020
Tools in their stack123
People on Advicer.bio232

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

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.

ToolAria Wealth PartnersCs Advisors Inc.Ark Wealth Advisors, LLC
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
Custodial Platform
Charles Schwab––Uses it
Planning Light
AdvyzonUses it–Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Aria Wealth Partners: none listed · Cs Advisors Inc.: none listed · Ark Wealth Advisors, LLC: Schwab