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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 Olio Financial Planning (swap one in):+ Vizcaya Capital, LLC $631.4M · Miami, FL+ American Investors Co $630.7M · San Ramon, CA+ Brilliant Advice, LLC $569.5M · Cincinnati, OH+ Tallwoods Partners, LLC $569.4M · Chicago, IL
Mclean, VA
Columbus, OH
San Jose, CA
Assets under management$600.5M$631M$569.1M
Asset growth, last 2 years+87%+496%–
Advisory staff8167
Individual clients368910722
Assets per client$1.6M$693K$788K
Clients per advisor4657103
Main custodianSchwabAltruistLPL Financial
Filing with the SEC since201720242023
Tools in their stack331
People on Advicer.bio12149

From each firm's latest Form ADV (Mar 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.

ToolOlio Financial PlanningPeak Retirement Planning, Inc.Potentia Wealth
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)Uses it––
Client Data Gathering
Jotform–Uses it–
Client File Sharing
Box–Uses it–
CRM
Envestnet TamaracUses it––
Custodial Platform
Vanguard–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Olio Financial Planning: Schwab · Peak Retirement Planning, Inc.: Altruist · Potentia Wealth: LPL Financial