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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 Peak Advisors, LLC (swap one in):+ Horizon Wealth Advisors $235M+ Kingsman Wealth Management Inc. $235M · Pensacola, FL+ Urban Wealth Management Or Uwm $212.5M+ Brixton Capital Wealth Advisors, LLC $212.4M · Garden City, NY
Ketchum, ID
Virginia, MN
San Francisco, CA
Assets under management$223.7M$235M$234.9M
Asset growth, last 2 years+20%+35%+43%
Advisory staff232
Individual clients18228158
Assets per client$1.2M$836K$4.1M
Clients per advisor919429
Main custodianFidelityFidelityFidelity
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio231

From each firm's latest Form ADV (Jun 2026, Jul 2026, Mar 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 Peak Advisors, LLCNorthland Capital ManagementCamelotta Advisors
CRM
HubSpot––Uses it

Custodians on Form ADV: Pacific Peak Advisors, LLC: Fidelity · Northland Capital Management: Fidelity · Camelotta Advisors: Fidelity, Schwab