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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 Maripau Wealth Management LLC (swap one in):+ Kirtland Hills Capital Management, LLC $382M · Bratenahl, OH+ Snyder Wealth Group $382M · Medford, NY+ Rhp Wealth Management $344.8M · Houston, TX+ Hicks Capital Management, LLC $344.7M · Columbus, OH
Fort Wayne, IN
Richmond, IN
Pewaukee, WI
Assets under management$363.8M$383.1M$345.3M
Asset growth, last 2 years+55%+53%+53%
Advisory staff2165
Individual clients1,064491283
Assets per client$342K$780K$1.2M
Clients per advisor518257
Main custodianFidelityRaymond James–
Filing with the SEC since202120232023
Tools in their stack2–1
People on Advicer.bio2275

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

ToolMaripau Wealth Management LLCVista Investment PartnersFortress Planning Group
Digital Marketing
FMG (FMG Suite)Uses it––
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Maripau Wealth Management LLC: Fidelity · Vista Investment Partners: Raymond James · Fortress Planning Group: none listed