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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):+ Fortem Financial Group, LLC $631.9M · Palm Desert, CA+ 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
Miami, FL
Assets under management$600.5M$631M$631.4M
Asset growth, last 2 years+87%+496%+48%
Advisory staff8168
Individual clients368910345
Assets per client$1.6M$693K$1.8M
Clients per advisor465743
Main custodianSchwabAltruistJ.P. Morgan
Filing with the SEC since201720242020
Tools in their stack332
People on Advicer.bio12148

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jun 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.Vizcaya Capital, LLC
Website Builders
SquarespaceUses it––
Webflow––Uses it
Client Data Gathering
Jotform–Uses it–
Client File Sharing
Box–Uses it–
CRM
Envestnet TamaracUses it––
Custodial Platform
Vanguard–Uses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Olio Financial Planning: Schwab · Peak Retirement Planning, Inc.: Altruist · Vizcaya Capital, LLC: J.P. Morgan, Morgan Stanley, Cg Compass (USA) LLC, Btg Pactual US Capital, LLC