Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Carter Financial, LLC $282.3M · La Jolla, CA+ Hms Investment Advisors $281.9M · Nashville, TN+ Pathwise $255M · Walnut Creek, CA+ Grant Private Wealth Management $255M · Pleasanton, CA
Holladay, UT
Indianapolis, IN
Tacoma, WA
Assets under management$268.5M$282M$282.2M
Asset growth, last 2 years+93%+7%+41%
Advisory staff433
Individual clients117138193
Assets per client$2.3M$2M$1.5M
Clients per advisor294664
Main custodianSchwab–Schwab
Filing with the SEC since20232012 or earlier2019
Tools in their stack1–2
People on Advicer.bio433

From each firm's latest Form ADV (Mar 2026, Sep 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 ManagementStolz & Associates, Ps
Performance Reporting
AddeparUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Athos Private Wealth LLC: Schwab · Peloton Capital Management: none listed · Stolz & Associates, Ps: Schwab