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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 Discovery (swap one in):+ Sila Financial, LLC $124.3M+ Watkinson Capital Advisors LLC $124.2M · Berwyn, PA+ Aria Wealth Partners $112.3M · Charlottesville, VA+ Pillar6 Advisors, LLC $112.3M · San Francisco, CA
Atlanta, GA
Atlanta, GA
Westminster, CO
Assets under management$118.3M$125.3M$124.3M
Asset growth, last 2 years+171%–+24%
Advisory staff327
Individual clients7981542
Assets per client$1.5M$1.5M$229K
Clients per advisor264177
Main custodianSchwabSchwabAxos Clearing
Filing with the SEC since2012 or earlier20242020
Tools in their stack–1–
People on Advicer.bio324

From each firm's latest Form ADV (Mar 2026, Feb 2026, Apr 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 DiscoveryBerkeley Advisors, Inc.Apo Financial Services, LLC
Digital Marketing
Snappy Kraken–Uses it–

Custodians on Form ADV: Financial Discovery: Schwab · Berkeley Advisors, Inc.: Schwab · Apo Financial Services, LLC: Axos Clearing