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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+ Fortem Financial Group, LLC $631.9M · Palm Desert, CA+ Ttp Investments, Inc. $570.6M · San Jose, CA+ Brilliant Advice, LLC $569.5M · Cincinnati, OH
San Juan, PR
Miami, FL
Columbus, OH
Assets under management$600.9M$631.4M$631M
Asset growth, last 2 years+40%+48%+496%
Advisory staff7816
Individual clients254345910
Assets per client$2.4M$1.8M$693K
Clients per advisor364357
Main custodianSchwabJ.P. MorganAltruist
Filing with the SEC since201820202024
Tools in their stack423
People on Advicer.bio7814

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

ToolAton Financial LLCVizcaya Capital, LLCPeak Retirement Planning, Inc.
Custodial Platform
Charles SchwabUses it––
Interactive BrokersUses it––
Vanguard––Uses it
Website Builders
Webflow–Uses it–
WixUses it––
Client Data Gathering
Jotform––Uses it
Client File Sharing
Box––Uses 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 · Peak Retirement Planning, Inc.: Altruist