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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 Athos Private Wealth LLC (swap one in):+ Stolz & Associates, Ps $282.2M · Tacoma, WA+ Hms Investment Advisors $281.9M · Nashville, TN+ Grant Private Wealth Management $255M · Pleasanton, CA+ Acap Asset Management, Inc. $255M · Studio City, CA
Holladay, UT
Indianapolis, IN
Walnut Creek, CA
Assets under management$268.5M$282M$255M
Asset growth, last 2 years+93%+7%+104%
Advisory staff432
Individual clients117138141
Assets per client$2.3M$2M$1.8M
Clients per advisor294671
Main custodianSchwab–Schwab
Filing with the SEC since20232012 or earlier2021
Tools in their stack1–4
People on Advicer.bio432

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.

ToolAthos Private Wealth LLCPeloton Capital ManagementPathwise
Client File Sharing
Box––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Performance Reporting
AddeparUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Athos Private Wealth LLC: Schwab · Peloton Capital Management: none listed · Pathwise: Schwab