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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 Ceera Investments, LLC (swap one in):+ Theory Financial $319.2M · Fort Collins, CO+ Valuewealth Services, LLC $319M · Annapolis, MD+ Philip Vongontard, Cfa, LLC $288.5M · St.louis, MO+ Financial Guidance Group, Inc. $288.4M
Farmington, UT
San Juan Capistrano, CA
Assets under management$303.7M$319M$319.4M
Asset growth, last 2 years−8%+21%−0%
Advisory staff1123
Individual clients157565108
Assets per client$1.9M$565K$3M
Clients per advisor1574736
Main custodianSchwabSEISchwab
Filing with the SEC since202120182012 or earlier
Tools in their stack234
People on Advicer.bio1123

From each firm's latest Form ADV (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.

ToolCeera Investments, LLCPromontory Financial Planning, LLCOptivest, Inc.
Custodial Platform
Charles Schwab––Uses it
Interactive BrokersUses it––
Client File Sharing
Dropbox–Uses it–
Financial Planning
eMoney––Uses it
Planning Light
AdvyzonUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Ceera Investments, LLC: Schwab · Promontory Financial Planning, LLC: SEI · Optivest, Inc.: Schwab