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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 Green Peaks Planning (swap one in):+ Sutro Advisors $48.5M+ Aventura Capital Management, LLC $48.4M · Boca Raton, FL+ Busbee Wealth Advisors LLC $43.8M · Cedar Rapids, IA+ Hussmen Financial $43.8M · Midlothian, VA
Assets under management$46.1M$48.4M$48.5M
Asset growth, last 2 years–––
Advisory staff311
Individual clients1096230
Assets per client$423K$781K$1.6M
Clients per advisor366230
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack2118
People on Advicer.bio312

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

ToolGreen Peaks PlanningCaris Investment PartnersAlphaglider LLC
Custodial Platform
Charles SchwabUses it–Uses it
Altruist––Uses it
Schedule Apps
Acuity Scheduling––Uses it
CalendlyUses it––
Website Builders
Squarespace––Uses it
Wix–Uses it–
Client Meeting Support
Fathom––Uses it
Client Texting
CurrentClient––Uses it
Communications Archiving/Monitoring
Global Relay––Uses it
Community Platforms
Skool––Uses it
Compliance
Red Oak Compliance Solutions––Uses it
CRM
Wealthbox––Uses it
Digital Marketing
Mailchimp––Uses it
E-Signature
DocuSign––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Investment Data/Analytics
Koyfin––Uses it
Password Management
1Password––Uses it
Phone & VoIP
Zoom Phone––Uses it
Portfolio Management
Orion––Uses it
Trading/Rebalancing
iRebal––Uses it