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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 Fortune Advisory Services (swap one in):+ Cromwell Investment Advisory, LLC $3.5M · College Park, MD+ Aduna Capital $3.5M · Norwalk, CA+ P3 Financial Management, LLC $3.1M+ Heiser Investment Advisers $3.1M
Brooklyn, NY
Provo, UT
Assets under management$3.3M$3.5M$3.5M
Asset growth, last 2 years–––
Advisory staff121
Individual clients2432110
Assets per client$14K$165K$350K
Clients per advisor2431110
Main custodian–––
Filing with the SEC since202420262026
Tools in their stack32–
People on Advicer.bio141

From each firm's latest Form ADV (Sep 2024, 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.

ToolFortune Advisory ServicesSunset Retirement Advisors LLCAltair Investment Management
Schedule Apps
Acuity SchedulingUses it––
Calendly–Uses it–
CRM
HubSpotUses it––
Planning Light
Savology–Uses it–
Website Builders
SquarespaceUses it––