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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 Avity Investment Management Inc. (swap one in):+ Van Hulzen Financial Advisors $2.14B · El Dorado Hills, CA+ Next Capital Management LLC $2.14B · New York, NY+ First Pacific Financial, Inc. $1.93B · Vancouver, WA+ Rossmore Private Capital, LLC $1.92B · Glastonbury, CT
Greenwich, CT
Mansfield, OH
San Diego, CA
Assets under management$2.03B$2.14B$2.14B
Asset growth, last 2 years+21%+24%+30%
Advisory staff3195
Individual clients2741,064131
Assets per client$7.4M$2M$16.4M
Clients per advisor915626
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–22
People on Advicer.bio32010

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

ToolAvity Investment Management Inc.Pinnacle AdvisorsCoastedge Partners, LLC
Website Builders
Squarespace–Uses it–
Webflow––Uses it
Digital Marketing
HeyKyra–Uses it–
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Avity Investment Management Inc.: Schwab · Pinnacle Advisors: Schwab · Coastedge Partners, LLC: Schwab, City National Bank, Morgan Stanley, Vanguard, Mainstar Trust