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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):+ Apo Financial Services, LLC $124.3M · Westminster, CO+ Watkinson Capital Advisors LLC $124.2M · Berwyn, PA+ Pillar6 Advisors, LLC $112.3M · San Francisco, CA+ Inkwell Capital $112.2M
Atlanta, GA
Atlanta, GA
Charlottesville, VA
Assets under management$118.3M$125.3M$112.3M
Asset growth, last 2 years+171%––
Advisory staff322
Individual clients798186
Assets per client$1.5M$1.5M$1.3M
Clients per advisor264143
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20242024
Tools in their stack–11
People on Advicer.bio322

From each firm's latest Form ADV (Mar 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 DiscoveryBerkeley Advisors, Inc.Aria Wealth Partners
Digital Marketing
Snappy Kraken–Uses it–
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Financial Discovery: Schwab · Berkeley Advisors, Inc.: Schwab · Aria Wealth Partners: none listed