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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 Pacific Canyon Investments (swap one in):+ Longvue Capital Management $15.2M+ Jkg Capital LLC $15.2M · Westport, CT+ Alder Cove Capital, LLC $13.7M+ Optimal Wealth Advisors, LLC $13.7M · Dallas, TX
Flossmoor, IL
Assets under management$14.5M$15.2M$13.7M
Asset growth, last 2 years–––
Advisory staff115
Individual clients775156
Assets per client$188K$3M$88K
Clients per advisor77531
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–1–
People on Advicer.bio215

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

ToolPacific Canyon InvestmentsVitality Wealth PlanningPolaris Wealth Management, LLC
Schedule Apps
Calendly–Uses it–