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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 Armada Advisors (swap one in):+ Aspen Private Advisors, LLC $199.9M · Sioux Falls, SD+ Planning Works Advisory, Inc. $199.8M · Austin, TX+ River City Wealth Management $179.6M · Jacksonville, FL+ Palm Wealth Partners $179.3M · Boca Raton, FL
Pensacola, FL
Media, PA
Fort Lauderdale, FL
Assets under management$190.3M$199.9M$180.7M
Asset growth, last 2 years+31%+24%+208%
Advisory staff232
Individual clients323173199
Assets per client$589K$1.2M$908K
Clients per advisor16258100
Main custodian–Schwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack11–
People on Advicer.bio232

From each firm's latest Form ADV (Jul 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

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.

ToolArmada AdvisorsFlagship Capital Management IncHorowitz & Company, Inc.
Planning Light
Advyzon–Uses it–
Website Builders
WixUses it––

Custodians on Form ADV: Armada Advisors: none listed · Flagship Capital Management Inc: Schwab · Horowitz & Company, Inc.: none listed