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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 Birchview Capital, LP (swap one in):+ Cassia Capital Partners LLC $251.2M · Winston Salem, NC+ Mariaca Wealth Management, LLC $251.1M · Wellington, FL+ Successful Money Strategies Inc $227.1M · Fall River, MA+ Rm Sincerbeaux Capital Management, LLC. $227.1M · New York, NY
Burlington, VT
Sparks, NV
Atlanta, GA
Assets under management$239.1M$251.1M$251.1M
Asset growth, last 2 years+27%+36%+6%
Advisory staff531
Individual clients–1,14418
Assets per client–$219K$13.9M
Clients per advisor–38118
Main custodianMorgan StanleySchwabSchwab
Filing with the SEC since201420192012 or earlier
Tools in their stack–3–
People on Advicer.bio–3–

From each firm's latest Form ADV (Oct 2026, May 2026, Jan 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.

ToolBirchview Capital, LPPeterson Wealth Management, LLCChecks & Balances, Inc.
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Birchview Capital, LP: Morgan Stanley · Peterson Wealth Management, LLC: Schwab · Checks & Balances, Inc.: Schwab