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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 Dubeau Capital USA Inc. (swap one in):+ Vie Invest, LLC $50.4M+ Townsend Financial $50.3M+ Millennium Portfolio Advisors $45.5M+ Spinnaker Asset Management Inc. $45.5M · Warwick, RI
Quebec City, Quebec
Assets under management$47.9M$50.3M$50.3M
Asset growth, last 2 years+69%––
Advisory staff416
Individual clients1179178
Assets per client$4.4M$637K$283K
Clients per advisor37930
Main custodianInteractive Brokers––
Filing with the SEC since202120262026
Tools in their stack––10
People on Advicer.bio–28

From each firm's latest Form ADV (Dec 2025, Jan 2026, Sep 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.

ToolDubeau Capital USA Inc.Pensinger Financial, Inc.Defining Wealth
Custodial Platform
Altruist––Uses it
Betterment Advisor Solutions––Uses it
Financial Planning
Hazel––Uses it
RightCapital (Right Capital)––Uses it
Tax Planning
Holistiplan––Uses it
Wealth.com––Uses it
Client Texting
CurrentClient––Uses it
Communications Archiving/Monitoring
Greenboard––Uses it
CRM
Slant (Slant CRM)––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Dubeau Capital USA Inc.: Interactive Brokers · Pensinger Financial, Inc.: none listed · Defining Wealth: none listed