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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):+ Westhill Financial Advisors, Inc. $789.4M · San Rafael, CA+ Bell Investment Advisors Inc $787.6M · Orinda, CA+ Excalibur Management Corp $712.1M · Waltham, MA+ The Wealth Group - Austin B. Colby & Associates $711M · Eden Prairie, MN
Geneva
Coatesville, PA
New Brighton, MN
Assets under management$750M$788.3M$712M
Asset growth, last 2 years+50%+84%+49%
Advisory staff117
Individual clients3005891,985
Assets per client$2.5M$1.3M$359K
Clients per advisor300589284
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–413
People on Advicer.bio–17

From each firm's latest Form ADV (Feb 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.

ToolCapitalia (Suisse)Hoey Investments, Inc.Valtinson Bruner Financial Planning
CRM
Envestnet Tamarac–Uses it–
Redtail––Uses it
Client Data Gathering
Zocks––Uses it
Communications Archiving/Monitoring
Smarsh––Uses it
Compliance
Claude for Financial Advisors––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Financial Planning
eMoney–Uses itUses it
Investment Data/Analytics
YCharts––Uses it
Portfolio Management
Orion––Uses it
Retirement Planning
Income Lab––Uses it
Schedule Apps
Acuity Scheduling––Uses it
Stress Testing
Orion Risk Intelligence––Uses it
Tax Planning
Holistiplan––Uses it
Trading/Rebalancing
iRebal––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Capitalia (Suisse): none listed · Hoey Investments, Inc.: Schwab · Valtinson Bruner Financial Planning: Schwab