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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 Ciro Capital LLC (swap one in):+ Peace of Mind Financial Planning, Inc $123.6M · Colorado Springs, CO+ Gallagher Wealth Management $123.5M · Danville, CA+ Legacy Investment Strategies, LLC $111.4M · Metairie, LA+ Goi $111.3M · Miami, FL
Jersey City, NJ
Oakland, CA
Boulder, CO
Assets under management$117.4M$123.6M$111.3M
Asset growth, last 2 years+101%+25%+92%
Advisory staff242
Individual clients785127
Assets per client$1.5M$24.7M$877K
Clients per advisor39164
Main custodianSchwab––
Filing with the SEC since202320202012 or earlier
Tools in their stack2–5
People on Advicer.bio312

From each firm's latest Form ADV (May 2026, Mar 2026, Dec 2025). 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.

ToolCiro Capital LLCCandide GroupFinancial Mountain Inc
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)––Uses it
Advisor Lead Gen
Financial Advisors (Plan the Possibilities)––Uses it
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it

Custodians on Form ADV: Ciro Capital LLC: Schwab · Candide Group: none listed · Financial Mountain Inc: none listed