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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):+ Vanderpol Investments L.l.c. $118.1M · Caledonia, MI+ Ark Wealth Advisors, LLC $118M · Yorba Linda, CA+ Stonex International Advisors Inc $106.7M · Miami, FL+ Brighthaven Financial Advisors $106.6M · Huntsville, AL
Charlottesville, VA
Boca Raton, FL
Brighton, MI
Assets under management$112.3M$118M$118.1M
Asset growth, last 2 years–+162%+5%
Advisory staff234
Individual clients8697271
Assets per client$1.3M$1.2M$436K
Clients per advisor433268
Main custodian––Schwab
Filing with the SEC since20242012 or earlier2022
Tools in their stack123
People on Advicer.bio234

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

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.

ToolAria Wealth PartnersCs Advisors Inc.Pinnacle Wealth Management, Inc.
Digital Marketing
AdvisorStream––Uses it
Financial Planning
eMoney–Uses it–
Planning Light
AdvyzonUses it––
Portfolio Management
Blueleaf––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Aria Wealth Partners: none listed · Cs Advisors Inc.: none listed · Pinnacle Wealth Management, Inc.: Schwab, Folio, SEI