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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 Guidance LLC (swap one in):+ Argenta Wealth Management $93M · North Little Rock, AR+ Cade Group, Inc. $93M · Carmel, IN+ Houstoun Capital Management, Inc. $84.1M · Bethesda, MD+ Colorado Financial Service Corporation $84.1M · Centennial, CO
Greenwood Village, CO
New York, NY
Brooklyn, NY
Assets under management$88.5M$93M$93M
Asset growth, last 2 years–+16%+55%
Advisory staff452
Individual clients20912693
Assets per client$424K$738K$1M
Clients per advisor522547
Main custodian–PershingPershing
Filing with the SEC since20262012 or earlier2022
Tools in their stack2–4
People on Advicer.bio452

From each firm's latest Form ADV (Feb 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 Financial Guidance LLCOppenheimer + Close, LLCThinking Big Financial
Advisory Fee Billing
AdvicePay––Uses it
Custodial Platform
Altruist––Uses it
Financial Planning
eMoney––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
OnceHub––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Peak Financial Guidance LLC: none listed · Oppenheimer + Close, LLC: Pershing · Thinking Big Financial: Pershing