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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):+ Newhouse Integrated Financial Advisors LLC $39M · Soquel, CA+ Bentley Wealth Management, LLC $38.9M · Marblehead, MA+ Simple Life Financial $35.2M+ Insight Investment Solutions $35.2M · Eugene, OR
Saratoga Springs, NY
Springfield, MO
Assets under management$37.1M$39M$35.2M
Asset growth, last 2 years–––
Advisory staff111
Individual clients195012
Assets per client$2M$779K$2.9M
Clients per advisor195012
Main custodian–Schwab–
Filing with the SEC since202620242026
Tools in their stack132
People on Advicer.bio111

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

ToolHoyt Wealth ManagementPeak Wealth ManagementSharp Wealth Management
Custodial Platform
Altruist––Uses it
Charles Schwab–Uses it–
Email & Office Suites
Microsoft 365–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Hoyt Wealth Management: none listed · Peak Wealth Management: Schwab · Sharp Wealth Management: none listed