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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 Navpoint Financial, Inc. (swap one in):+ The Wealth Collaborative, Inc. $791.6M · Corona Del Mar, CA+ Marathon Capital Management $790.1M · Hunt Valley, MD+ Valtinson Bruner Financial Planning $712M · New Brighton, MN+ The Wealth Group - Austin B. Colby & Associates $711M · Eden Prairie, MN
Prior Lake, MN
St. Louis, MO
Glen Carbon, IL
Assets under management$752.2M$790.7M$791.8M
Asset growth, last 2 years+37%+114%+69%
Advisory staff7116
Individual clients229309631
Assets per client$3.3M$2.6M$1.3M
Clients per advisor3328105
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20202014
Tools in their stack1–3
People on Advicer.bio3116

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

ToolNavpoint Financial, Inc.Sunpointe InvestmentsCarsonallaria Wealth Management, LTD.
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
Acuity Scheduling––Uses it

Custodians on Form ADV: Navpoint Financial, Inc.: Schwab · Sunpointe Investments: Schwab, Pershing, BNY · Carsonallaria Wealth Management, LTD.: Schwab