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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):+ Nautilus Wealth Advisors $107.9M · Indialantic, FL+ Adaptfirst Investments LLC $107.8M+ Groom Financial Advisory $97.5M+ Laguna Capital Management, Inc. $97.5M · Santa Barbara, CA
Richmond, VA
Wrentham, MA
Appleton, WI
Assets under management$102.6M$107.8M$107.9M
Asset growth, last 2 years––−62%
Advisory staff223
Individual clients1669710
Assets per client$618K$1.1M$10.8M
Clients per advisor83493
Main custodian––Northern Trust
Filing with the SEC since202620262012 or earlier
Tools in their stack223
People on Advicer.bio222

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, LLCSumnicht & Associates, LLC
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)––Uses it
CRM
SS&C Black DiamondUses it––
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
Envestnet––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Clearview Financial: none listed · Alternative Capitalis, LLC: none listed · Sumnicht & Associates, LLC: Northern Trust, SEI, Fidelity