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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 Aventine Financial Group (swap one in):+ Eagle Harbor Asset Management, Inc. $160.9M+ Research & Portfolio Management $160.8M · Crescent Springs, KY+ The Practical Planner $145.3M · Groton, MA+ Centerview Wealth Advisors, LLC $144M · Pittsburgh, PA
Doylestown, PA
Draper, UT
Valparaiso, IN
Assets under management$153.1M$160.8M$160.9M
Asset growth, last 2 years+316%+59%+33%
Advisory staff343
Individual clients133194399
Assets per client$1.2M$829K$403K
Clients per advisor4449133
Main custodianSchwabFidelitySchwab
Filing with the SEC since201820242017
Tools in their stack223
People on Advicer.bio343

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

ToolAventine Financial GroupMedicus Wealth Planning, Inc.Lauer Wealth Management
Business Valuation
BizEquity––Uses it
Client File Sharing
Egnyte–Uses it–
Custodial Platform
Charles SchwabUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses itUses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Aventine Financial Group: Schwab · Medicus Wealth Planning, Inc.: Fidelity · Lauer Wealth Management: Schwab, SEI