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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
Arden Hills, MN
Assets under management$752.2M$790.7M$710.4M
Asset growth, last 2 years+37%+114%–
Advisory staff7118
Individual clients229309865
Assets per client$3.3M$2.6M$821K
Clients per advisor3328108
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20202024
Tools in their stack1––
People on Advicer.bio3119

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 InvestmentsLifelong Wealth Advisors, Inc.
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Navpoint Financial, Inc.: Schwab · Sunpointe Investments: Schwab, Pershing, BNY · Lifelong Wealth Advisors, Inc.: Schwab