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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):+ Destiny Capital Corporation $382.2M · Denver, CO+ Kirtland Hills Capital Management, LLC $382M · Bratenahl, OH+ Fortress Planning Group $345.3M · Pewaukee, WI+ Rhp Wealth Management $344.8M · Houston, TX
Fort Wayne, IN
Richmond, IN
Medford, NY
Assets under management$363.8M$383.1M$382M
Asset growth, last 2 years+55%+53%+11%
Advisory staff2165
Individual clients1,064491599
Assets per client$342K$780K$638K
Clients per advisor5182120
Main custodianFidelityRaymond JamesPershing
Filing with the SEC since202120232012 or earlier
Tools in their stack2–1
People on Advicer.bio2277

From each firm's latest Form ADV (Apr 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.

ToolMaripau Wealth Management LLCVista Investment PartnersSnyder Wealth Group
Digital Marketing
FMG (FMG Suite)Uses it––
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Maripau Wealth Management LLC: Fidelity · Vista Investment Partners: Raymond James · Snyder Wealth Group: Pershing