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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):+ Beatrice Advisors LP $282.3M · New York, NY+ 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
La Jolla, CA
Assets under management$268.8M$283.9M$282.3M
Asset growth, last 2 years+17%+46%+26%
Advisory staff253
Individual clients120391177
Assets per client$2.2M$726K$1.6M
Clients per advisor607859
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20192019
Tools in their stack2–2
People on Advicer.bio252

From each firm's latest Form ADV (Sep 2026, Oct 2026, Jul 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 LLCCarter Financial, LLC
Website Builders
SquarespaceUses it––
Webflow––Uses it
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Peak Financial Advisors: Schwab · Vital Investment Management LLC: Schwab · Carter Financial, LLC: Schwab