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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 Aton Financial LLC (swap one in):+ Carlson Financial $632.2M · Topeka, KS+ Peak Retirement Planning, Inc. $631M · Columbus, OH+ Ttp Investments, Inc. $570.6M · San Jose, CA+ Brilliant Advice, LLC $569.5M · Cincinnati, OH
San Juan, PR
Miami, FL
Palm Desert, CA
Assets under management$600.9M$631.4M$631.9M
Asset growth, last 2 years+40%+48%+44%
Advisory staff786
Individual clients254345333
Assets per client$2.4M$1.8M$1.9M
Clients per advisor364356
Main custodianSchwabJ.P. MorganSchwab
Filing with the SEC since201820202017
Tools in their stack42–
People on Advicer.bio786

From each firm's latest Form ADV (Jul 2026, Jun 2026, Apr 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.

ToolAton Financial LLCVizcaya Capital, LLCFortem Financial Group, LLC
Custodial Platform
Charles SchwabUses it––
Interactive BrokersUses it––
Website Builders
Webflow–Uses it–
WixUses it––
CRM
SS&C Black DiamondUses it––
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Aton Financial LLC: Schwab, Goldman Sachs · Vizcaya Capital, LLC: J.P. Morgan, Morgan Stanley, Cg Compass (USA) LLC, Btg Pactual US Capital, LLC · Fortem Financial Group, LLC: Schwab