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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 Peak Capital Management (swap one in):+ Emerald Blue Advisors $89.4M · Laguna Hills, CA+ Wittenberg Investments Inc. $89.3M · Troy, MI+ Island Financial Advisors $80.8M · Toms River, NJ+ Heintz Wealth Management, LLC $80.8M
Stuart, FL
Tyler, TX
Winter Park, FL
Assets under management$85.1M$89.4M$80.8M
Asset growth, last 2 years–––
Advisory staff212
Individual clients293228101
Assets per client$290K$392K$800K
Clients per advisor14722851
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack2–3
People on Advicer.bio212

From each firm's latest Form ADV (Oct 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.

ToolPeak Capital ManagementLegacy GroupLakeshore Advisors
Advisor Lead Gen
WiserAdvisorUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses it––