Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Conifer Bay Capital LLC $89.4M+ Emerald Blue Advisors $89.4M · Laguna Hills, CA+ Island Financial Advisors $80.8M · Toms River, NJ+ Lakeshore Advisors $80.8M · Winter Park, FL
Stuart, FL
Tyler, TX
Troy, MI
Assets under management$85.1M$89.4M$89.3M
Asset growth, last 2 years–––
Advisory staff213
Individual clients293228133
Assets per client$290K$392K$672K
Clients per advisor14722844
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack2–1
People on Advicer.bio213

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

ToolPeak Capital ManagementLegacy GroupWittenberg Investments Inc.
Advisor Lead Gen
WiserAdvisorUses it––
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
OrionUses it––