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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):+ Fortem Financial Group, LLC $631.9M · Palm Desert, CA+ Peak Retirement Planning, Inc. $631M · Columbus, OH+ Brilliant Advice, LLC $569.5M · Cincinnati, OH+ Tallwoods Partners, LLC $569.4M · Chicago, IL
San Juan, PR
Miami, FL
San Jose, CA
Assets under management$600.9M$631.4M$570.6M
Asset growth, last 2 years+40%+48%+89%
Advisory staff783
Individual clients254345381
Assets per client$2.4M$1.8M$1.5M
Clients per advisor3643127
Main custodianSchwabJ.P. MorganFidelity
Filing with the SEC since201820202016
Tools in their stack424
People on Advicer.bio783

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

ToolAton Financial LLCVizcaya Capital, LLCTtp Investments, Inc.
Website Builders
Squarespace––Uses it
Webflow–Uses it–
WixUses it––
Custodial Platform
Charles SchwabUses it––
Interactive BrokersUses it––
Client File Sharing
Box––Uses it
CRM
SS&C Black DiamondUses it––
Performance Reporting
Addepar–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Acuity Scheduling––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 · Ttp Investments, Inc.: Fidelity