Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Alphaglider LLC $48.5M+ Sutro Advisors $48.5M+ Busbee Wealth Advisors LLC $43.8M · Cedar Rapids, IA+ Hussmen Financial $43.8M · Midlothian, VA
Boca Raton, FL
Assets under management$46.1M$48.4M$48.4M
Asset growth, last 2 years––−34%
Advisory staff313
Individual clients10962126
Assets per client$423K$781K$384K
Clients per advisor366242
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack21–
People on Advicer.bio314

From each firm's latest Form ADV (Oct 2026, Aug 2026, Mar 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 PartnersAventura Capital Management, LLC
Custodial Platform
Charles SchwabUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–