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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 Cap Partners, LLC (swap one in):+ Reliant Investment Partners, LLC $268.3M · Pinehurst, NC+ Variant Private Wealth LLC $267.5M · Tysons, VA+ Revolution Capital, LLC $241.9M · Omaha, NE+ Robbins Wealth Management $241.7M · Erie, PA
Franklin, TN
Seattle, WA
Assets under management$254.7M$267.8M$241.8M
Asset growth, last 2 years+70%+97%+43%
Advisory staff813
Individual clients39912535
Assets per client$638K$2.1M$6.9M
Clients per advisor5012512
Main custodian–SchwabSchwab
Filing with the SEC since202120192021
Tools in their stack31–
People on Advicer.bio711

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

ToolCap Partners, LLCViewpoint Capital ManagementAdolos Asset Management
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Cap Partners, LLC: none listed · Viewpoint Capital Management: Schwab · Adolos Asset Management: Schwab