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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 Financial Advisors (swap one in):+ Carter Financial, LLC $282.3M · La Jolla, CA+ Stolz & Associates, Ps $282.2M · Tacoma, WA+ Secured Retirement Advisors, LLC $255.1M · St Louis Park, MN+ Green Alpha Investments $253.9M · Niwot, CO
Denver, CO
Loveland, CO
New York, NY
Assets under management$268.8M$283.9M$282.3M
Asset growth, last 2 years+17%+46%–
Advisory staff256
Individual clients12039119
Assets per client$2.2M$726K$14.9M
Clients per advisor60783
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20192024
Tools in their stack2––
People on Advicer.bio255

From each firm's latest Form ADV (Sep 2026, Oct 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 Financial AdvisorsVital Investment Management LLCBeatrice Advisors LP
Portfolio Management
OrionUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Peak Financial Advisors: Schwab · Vital Investment Management LLC: Schwab · Beatrice Advisors LP: none listed