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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 Clearview Financial (swap one in):+ Sumnicht & Associates, LLC $107.9M · Appleton, WI+ Adaptfirst Investments LLC $107.8M+ Groom Financial Advisory $97.5M+ Laguna Capital Management, Inc. $97.5M · Santa Barbara, CA
Richmond, VA
Wrentham, MA
Indialantic, FL
Assets under management$102.6M$107.8M$107.9M
Asset growth, last 2 years––+0%
Advisory staff221
Individual clients1669771
Assets per client$618K$1.1M$1.5M
Clients per advisor834971
Main custodian––Raymond James
Filing with the SEC since202620262021
Tools in their stack223
People on Advicer.bio221

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

ToolClearview FinancialAlternative Capitalis, LLCNautilus Wealth Advisors
Custodial Platform
Charles SchwabUses it––
Raymond James––Uses it
CRM
SS&C Black DiamondUses it––
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses itUses it

Custodians on Form ADV: Clearview Financial: none listed · Alternative Capitalis, LLC: none listed · Nautilus Wealth Advisors: Raymond James