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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 Investments (swap one in):+ Clarified Wealth Advisory $6.7M · Austin, TX+ Allen Financial Advisement, Inc. $6.7M · La Jolla, CA+ Swales Financial LLC $6M+ Well Advised, LLC $6M · Omaha, NE
Assets under management$6.4M$6.7M$6M
Asset growth, last 2 years––+117%
Advisory staff111
Individual clients74120
Assets per client$909K$1.7M$50K
Clients per advisor74120
Main custodian––Capital Bank and Trust Company
Filing with the SEC since202620262017
Tools in their stack––3
People on Advicer.bio111

From each firm's latest Form ADV (Aug 2026, Mar 2026, Feb 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 InvestmentsLota Advisors LLC.Tigris Consulting LLC
Custodial Platform
Interactive Brokers––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Peak Investments: none listed · Lota Advisors LLC.: none listed · Tigris Consulting LLC: Capital Bank and Trust Company, Interactive Brokers