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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 Avanti Wealth Management (swap one in):+ B.e.s.t. Wealth Management LLC $58.4M · St. Louis, MO+ Dorsey Wealth Management, LLC $58.4M · Torrance, CA+ Wilshire-Pennington Group, Inc. $52.8M · Nichols Hills, OK+ Pacific Capital Works, Inc. $52.8M · Portland, OR
Longwood, FL
St. Petersburg, FL
Miami, FL
Assets under management$55.6M$58.5M$52.4M
Asset growth, last 2 years––+68%
Advisory staff221
Individual clients1116970
Assets per client$501K$848K$748K
Clients per advisor563570
Main custodian––Stonex Financial Inc.
Filing with the SEC since202620262017
Tools in their stack–3–
People on Advicer.bio221

From each firm's latest Form ADV (Mar 2026, Aug 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.

ToolAvanti Wealth ManagementAvid PlanningFivenca Asset Management
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Avanti Wealth Management: none listed · Avid Planning: none listed · Fivenca Asset Management: Stonex Financial Inc., Interactive Brokers, Emfi Group Limited