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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+ Aria Wealth Partners $112.3M · Charlottesville, VA+ Inkwell Capital $112.2M
Atlanta, GA
Atlanta, GA
San Francisco, CA
Assets under management$118.3M$125.3M$112.3M
Asset growth, last 2 years+171%––
Advisory staff321
Individual clients7981122
Assets per client$1.5M$1.5M$920K
Clients per advisor2641122
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20242026
Tools in their stack–14
People on Advicer.bio321

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.Pillar6 Advisors, LLC
Custodial Platform
Betterment Advisor Solutions––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Financial Discovery: Schwab · Berkeley Advisors, Inc.: Schwab · Pillar6 Advisors, LLC: none listed