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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 Finivi Inc. (swap one in):+ Vista Investment Management, LLC $323.9M · Pittsburgh, PA+ Kennicott Capital Management LLC $323.9M+ Kilterhowling LLC $292.9M · Boulder, CO+ Fox Hill Wealth Management $290.2M · Dedham, MA
Westborough, MA
Boston, MA
Traverse City, MI
Assets under management$308.4M$326.4M$292.9M
Asset growth, last 2 years+43%+203%+50%
Advisory staff983
Individual clients68392324
Assets per client$452K$3.5M$904K
Clients per advisor7612108
Main custodianSchwabFidelitySchwab
Filing with the SEC since201820232021
Tools in their stack244
People on Advicer.bio773

From each firm's latest Form ADV (Jul 2026, Mar 2026, Oct 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.

ToolFinivi Inc.Purefi Wealth, LLCBlueprint Partners LLC
CRM
Envestnet Tamarac––Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoneyUses it–Uses it
Envestnet MoneyGuide–Uses it–
Client Data Gathering
JotformUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Finivi Inc.: Schwab, Fidelity · Purefi Wealth, LLC: Fidelity, Schwab · Blueprint Partners LLC: Schwab