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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 Capitalia (Suisse) (swap one in):+ Marathon Capital Management $790.1M · Hunt Valley, MD+ Westhill Financial Advisors, Inc. $789.4M · San Rafael, CA+ Excalibur Management Corp $712.1M · Waltham, MA+ Valtinson Bruner Financial Planning $712M · New Brighton, MN
Geneva
Coatesville, PA
Orinda, CA
Assets under management$750M$788.3M$787.6M
Asset growth, last 2 years+50%+84%+22%
Advisory staff116
Individual clients300589429
Assets per client$2.5M$1.3M$1.8M
Clients per advisor30058972
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–41
People on Advicer.bio–19

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

ToolCapitalia (Suisse)Hoey Investments, Inc.Bell Investment Advisors Inc
CRM
Envestnet Tamarac–Uses itUses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Capitalia (Suisse): none listed · Hoey Investments, Inc.: Schwab · Bell Investment Advisors Inc: Schwab