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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 Avenue 90 (swap one in):+ Rothrock Financial Group $10M · Fairport, NY+ Wolfdog Capital LLC $10M+ Kaspian Wealth Management $9M · Woodcliff Lake, NJ+ Covenant Investment Solutions L.l.c. $9M · Highlands, NC
Assets under management$9.5M$10M$10M
Asset growth, last 2 years––+59%
Advisory staff111
Individual clients10–0
Assets per client$952K––
Clients per advisor10––
Main custodian––Interactive Brokers
Filing with the SEC since202620232022
Tools in their stack1––
People on Advicer.bio1–1

From each firm's latest Form ADV (Mar 2026, Jan 2023). 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.

ToolAvenue 90Andrew J. Spillios, CFPTinderwealth
Website Builders
WixUses it––

Custodians on Form ADV: Avenue 90: none listed · Andrew J. Spillios, CFP: none listed · Tinderwealth: Interactive Brokers, Schwab