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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 Arq Wealth Advisors, LLC (swap one in):+ Capital Advantage, Inc. $1.28B · Walnut Creek, CA+ Pettinga Financial Advisors, LLC $1.28B · Evansville, IN+ Ab2 Capital Partners LLC $1.15B · Hollywood, FL+ Atlas Capital Advisors Inc. $1.15B · San Francisco, CA
Scottsdale, AZ
Goodlettsville, TN
Springfield, IL
Assets under management$1.21B$1.28B$1.27B
Asset growth, last 2 years+133%+38%+59%
Advisory staff111413
Individual clients5972,419662
Assets per client$2M$527K$1.9M
Clients per advisor5417351
Main custodianSchwabSchwabSchwab
Filing with the SEC since201420232012 or earlier
Tools in their stack3–4
People on Advicer.bio151114

From each firm's latest Form ADV (Aug 2026, Mar 2026, Jan 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.

ToolArq Wealth Advisors, LLCPaul Winkler, Inc.Keb Wealth Advisors
Client Data Gathering
Jotform––Uses it
Client File Sharing
Box––Uses it
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion––Uses it
Risk Tolerance
Pocket RiskUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Arq Wealth Advisors, LLC: Schwab · Paul Winkler, Inc.: Schwab · Keb Wealth Advisors: Schwab, Fidelity