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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 Aspire Private Capital (swap one in):+ Litvak Wealth, LLC $536.1M · Norwalk, CT+ Spg Advisors LLC $535.4M · Kirkland, WA+ Physicians Financial Services, Inc. $482.3M · Raleigh, NC+ Townsend Asset Management Corp. $479.6M · Raleigh, NC
Cornelius, NC
Calabasas, CA
Atlanta, GA
Assets under management$509.7M$535.2M$535.2M
Asset growth, last 2 years+31%+43%+74%
Advisory staff932
Individual clients709347334
Assets per client$719K$1.5M$1.6M
Clients per advisor79116167
Main custodianFidelitySchwabFidelity
Filing with the SEC since201820202012 or earlier
Tools in their stack–4–
People on Advicer.bio832

From each firm's latest Form ADV (Aug 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.

ToolAspire Private CapitalTriagen Wealth Management LLCFinancial Innovations, LLC
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Mailchimp–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Aspire Private Capital: Fidelity · Triagen Wealth Management LLC: Schwab · Financial Innovations, LLC: Fidelity