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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 Black Horse Wealth Management (swap one in):+ Athena Wealth Management, LLC $174M · Reno, NV+ Chancellor Wealth Management, Inc. $174M · Atlanta, GA+ Water Valley Investment Advisors, Inc. $157.2M · Sioux Center, IA+ Vested Financial Planning, LLC $157.2M
Oakland, CA
Boston, MA
Assets under management$165.6M$174M$173.9M
Asset growth, last 2 years+61%+20%+26%
Advisory staff1353
Individual clients1964246
Assets per client$8.7M$271K$3.8M
Clients per advisor191815
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020192017
Tools in their stack122
People on Advicer.bio1412

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

ToolBlack Horse Wealth ManagementInfinity Financial Services AdvisoryLevatus LLC
Website Builders
Squarespace––Uses it
Wix–Uses it–
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Black Horse Wealth Management: Schwab · Infinity Financial Services Advisory: Schwab, RBC, SEI · Levatus LLC: Schwab