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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):+ Fiscalis Advisory, Inc. $46.8M · Anacortes, WA+ 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
Escondido, CA
Assets under management$44.5M$46.8M$42.3M
Asset growth, last 2 years–––
Advisory staff221
Individual clients12796102
Assets per client$351K$488K$414K
Clients per advisor6448102
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack–22
People on Advicer.bio221

From each firm's latest Form ADV (Mar 2026, Apr 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

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, LLCHarvestwise Wealth Planning
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
Wix–Uses it–