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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 Old Peak Finance (swap one in):+ Tilson Financial Group Inc $750.6M · New Providence, NJ+ Stevens Foster Financial Advisors $750.4M · Bloomington, MN+ Hudson Value Partners, LLC $678.3M · Palm Beach, FL+ Abs Legacy Partners, LLC $670.8M · Hickory, NC
Chapel Hill, NC
Reston, VA
Geneva
Assets under management$714.1M$750.3M$750M
Asset growth, last 2 years+51%+37%+50%
Advisory staff861
Individual clients174283300
Assets per client$4.1M$2.7M$2.5M
Clients per advisor2247300
Main custodianSchwabSchwab–
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio86–

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Old Peak Finance: Schwab · Hopwood Financial Services, Inc.: Schwab, Fidelity · Capitalia (Suisse): none listed