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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 Wealth Group LLC (swap one in):+ Perfetta Capital, LLC $46.8M+ Sovereign Financial Group $46.7M · Raleigh, NC+ Capitol Wealth Management $42.3M · Concord, NH+ Iq Portfolios $42.1M · Windermere, FL
St. Augustine, FL
Trinity, FL
Anacortes, WA
Assets under management$44.5M$46.8M$46.8M
Asset growth, last 2 years–––
Advisory staff221
Individual clients1279624
Assets per client$351K$488K$1.9M
Clients per advisor644824
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–23
People on Advicer.bio221

From each firm's latest Form ADV (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.

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 Wealth Group LLCPelorus Financial, LLCFiscalis Advisory, Inc.
Client File Sharing
ShareFile––Uses it
Custodial Platform
Altruist––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–