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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 Drive Wealth Advisers (swap one in):+ Petersen Hastings Wealth Advisors, Inc. $1.58B · Kennewick, WA+ Calton & Associates, Inc. $1.58B · Tampa, FL+ Ironsides Asset Advisors, LLC $1.42B · Rocky Mount, NC+ Principal Advised Services $1.42B · Des Moines, IA
Lehi, UT
Salt Lake City, UT
Charlotte, NC
Assets under management$1.5B$1.6B$1.42B
Asset growth, last 2 years−26%−7%+50%
Advisory staff151210
Individual clients1,0731,193270
Assets per client$1.4M$1.3M$5.3M
Clients per advisor729927
Main custodianFidelitySchwabSchwab
Filing with the SEC since20182012 or earlier2019
Tools in their stack3–3
People on Advicer.bio171410

From each firm's latest Form ADV (Sep 2026, Jun 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.

ToolDrive Wealth AdvisersAlta Capital Management LLCMbl Advisors
Client File Sharing
BoxUses it––
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it–Uses it
Performance Reporting
AddeparUses it––

Custodians on Form ADV: Drive Wealth Advisers: Fidelity, Interactive Brokers, Schwab · Alta Capital Management LLC: Schwab · Mbl Advisors: Schwab