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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):+ Coastedge Partners, LLC $2.14B · San Diego, CA+ Next Capital Management LLC $2.14B · New York, NY+ First Pacific Financial, Inc. $1.93B · Vancouver, WA+ Ami Asset Management Corp $1.93B · Los Angeles, CA
Greenwich, CT
Mansfield, OH
Glastonbury, CT
Assets under management$2.03B$2.14B$1.92B
Asset growth, last 2 years+21%+24%+68%
Advisory staff3197
Individual clients2741,064253
Assets per client$7.4M$2M$7.6M
Clients per advisor915636
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack–23
People on Advicer.bio3204

From each firm's latest Form ADV (Jun 2026, Oct 2026, Mar 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 AdvisorsRossmore Private Capital, LLC
Custodial Platform
NetX360 (Pershing)––Uses it
Digital Marketing
HeyKyra–Uses it–
Performance Reporting
Addepar––Uses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Avity Investment Management Inc.: Schwab · Pinnacle Advisors: Schwab · Rossmore Private Capital, LLC: Pershing