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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 Hoyt Wealth Management (swap one in):+ Financial Planning Office of Stephen Overstreet, P.a. $39M+ Newhouse Integrated Financial Advisors LLC $39M · Soquel, CA+ Simple Life Financial $35.2M+ Insight Investment Solutions $35.2M · Eugene, OR
Saratoga Springs, NY
Marblehead, MA
Assets under management$37.1M$39M$38.9M
Asset growth, last 2 years–––
Advisory staff111
Individual clients1950132
Assets per client$2M$779K$295K
Clients per advisor1950132
Main custodian–Schwab–
Filing with the SEC since202620242026
Tools in their stack133
People on Advicer.bio111

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

ToolHoyt Wealth ManagementPeak Wealth ManagementBentley Wealth Management, LLC
Schedule Apps
Acuity Scheduling––Uses it
CalendlyUses it––
Custodial Platform
Charles Schwab–Uses it–
Email & Office Suites
Microsoft 365–Uses it–
Financial Planning
RightCapital (Right Capital)––Uses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Hoyt Wealth Management: none listed · Peak Wealth Management: Schwab · Bentley Wealth Management, LLC: none listed