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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 Financial Council, LLC (swap one in):+ Victory Financial $1.34B · Austin, TX+ Centennial Securities Company Inc $1.34B · Grand Rapids, MI+ Childress Capital Advisors, LLC $1.21B · Houston, TX+ Arista Wealth Management, LLC $1.2B · Las Vegas, NV
Towson, MD
Richmond, VA
Boise, ID
Assets under management$1.27B$1.34B$1.34B
Asset growth, last 2 years+32%−22%+57%
Advisory staff1069
Individual clients648459443
Assets per client$2M$2.9M$3M
Clients per advisor657749
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack–14
People on Advicer.bio7610

From each firm's latest Form ADV (May 2026, Oct 2026, Feb 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.

ToolFinancial Council, LLCSalomon and LudwinAspen Capital Management, LLC
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Performance Reporting
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Financial Council, LLC: Fidelity · Salomon and Ludwin: Schwab · Aspen Capital Management, LLC: Schwab