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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 Aviator Wealth Group (swap one in):+ No Coast Financial Group $10.8M · Manhattan, KS+ Verdura Wealth Management, LLC $10.8M · Novi, MI+ Hommel Wealth Management, Inc. $9.8M · Garden City, NY+ Simplified Wealth LLC $9.7M
Assets under management$10.3M$10.8M$9.8M
Asset growth, last 2 years–––
Advisory staff111
Individual clients182511
Assets per client$570K$431K$886K
Clients per advisor182511
Main custodian–––
Filing with the SEC since202420262026
Tools in their stack1––
People on Advicer.bio111

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

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.

ToolAviator Wealth GroupDenny, Barry T.Champion Financial Planning LLC
Website Builders
SquarespaceUses it––