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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+ Hussmen Financial $43.8M · Midlothian, VA+ Sector Logic, LP $43.8M · Santa Ana, CA
Cedar Rapids, IA
Assets under management$46.1M$48.4M$43.8M
Asset growth, last 2 years–––
Advisory staff311
Individual clients10962110
Assets per client$423K$781K$398K
Clients per advisor3662110
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack21–
People on Advicer.bio311

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 PartnersBusbee Wealth Advisors LLC
Custodial Platform
Charles SchwabUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–