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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 Faison Capital LLC (swap one in):+ Cairn Financial Group $77.4M+ Atlas Investment Advisory LLC $77.4M · Canton, GA+ Actis Wealth Management $70M · Waukee, IA+ Efs Asset Management LLC $70M · Dallas, TX
Lake Worth Beach, FL
Roseville, CA
Assets under management$73.7M$77.4M$77.4M
Asset growth, last 2 years+51%–+121%
Advisory staff121
Individual clients214278
Assets per client$3.5M$1.8M$993K
Clients per advisor212178
Main custodian–––
Filing with the SEC since2012 or earlier20262012 or earlier
Tools in their stack––1
People on Advicer.bio–21

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

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.

ToolFaison Capital LLCAaron Brask CapitalPeak Investment Solutions, LLC
Custodial Platform
Charles Schwab––Uses it