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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+ The Wealth Group - Austin B. Colby & Associates $711M · Eden Prairie, MN+ Lifelong Wealth Advisors, Inc. $710.4M · Arden Hills, MN
Prior Lake, MN
St. Louis, MO
New Brighton, MN
Assets under management$752.2M$790.7M$712M
Asset growth, last 2 years+37%+114%+49%
Advisory staff7117
Individual clients2293091,985
Assets per client$3.3M$2.6M$359K
Clients per advisor3328284
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20202018
Tools in their stack1–13
People on Advicer.bio3117

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

ToolNavpoint Financial, Inc.Sunpointe InvestmentsValtinson Bruner Financial Planning
Client Data Gathering
Zocks––Uses it
Communications Archiving/Monitoring
Smarsh––Uses it
Compliance
Claude for Financial Advisors––Uses it
CRM
Redtail––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Investment Data/Analytics
YCharts––Uses it
Planning Light
AdvyzonUses it––
Portfolio Management
Orion––Uses it
Retirement Planning
Income Lab––Uses it
Schedule Apps
Acuity Scheduling––Uses it
Stress Testing
Orion Risk Intelligence––Uses it
Tax Planning
Holistiplan––Uses it
Trading/Rebalancing
iRebal––Uses it

Custodians on Form ADV: Navpoint Financial, Inc.: Schwab · Sunpointe Investments: Schwab, Pershing, BNY · Valtinson Bruner Financial Planning: Schwab