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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 Parkview LTD. (swap one in):+ Dew Point Capital $513.2M · Los Angeles, CA+ Ggm Financial LLC $513M · Columbus, OH+ Tufton Capital Management, LLC $463.8M · Hunt Valley, MD+ Mkt Advisors LLC $463.7M · Carlsbad, CA
Zurich
Atlanta, GA
Assets under management$488.5M$513.2M$464M
Asset growth, last 2 years+69%+33%+66%
Advisory staff632
Individual clients5599319
Assets per client$8.9M$5.2M$1.5M
Clients per advisor933160
Main custodianBanque Pictet & Cie SaFidelitySchwab
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack–12
People on Advicer.bio–32

From each firm's latest Form ADV (Feb 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.

ToolParkview LTD.Alaethes Wealth, LLCSard Wealth Managment Group, LLC
Financial Planning
eMoney––Uses it
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Parkview LTD.: Banque Pictet & Cie Sa, UBS, Bank Julius Bär · Alaethes Wealth, LLC: Fidelity, Schwab, Morningstar by All Accounts · Sard Wealth Managment Group, LLC: Schwab