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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 CPA Investment Solutions, Inc. (swap one in):+ Alpine Asset Management $51.7M · Zephyr Cove, NV+ Harmoney Wealth, PLLC $51.7M+ Haron Capital Management, LLC $46.8M+ Wealth Builders Financial Group LLC $46.8M · Westminster, MD
Sarasota, FL
Naples, FL
New York, NY
Assets under management$49.2M$51.9M$51.7M
Asset growth, last 2 years––+17%
Advisory staff113
Individual clients40125174
Assets per client$1.2M$415K$297K
Clients per advisor4012558
Main custodian––Apex Clearing
Filing with the SEC since202620262017
Tools in their stack––2
People on Advicer.bio113

From each firm's latest Form ADV (Mar 2026, Jul 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.

ToolCPA Investment Solutions, Inc.Susko Wealth AdvisorsStash Wealth, LLC
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: CPA Investment Solutions, Inc.: none listed · Susko Wealth Advisors: none listed · Stash Wealth, LLC: Apex Clearing