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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 Planning, LLC (swap one in):+ Vision Capital Investment Management, Inc. $69.5M · San Francisco, CA+ Aspire Advisory Services $69.5M · Lodi, CA+ Prairie Ridge Asset Management, LLC $62.8M · Overland Park, KS+ Snider Talbot Financial Planning LLC $62.8M · Liberty, MO
Chicago, IL
Naples, FL
Austin, TX
Assets under management$66.1M$69.5M$69.5M
Asset growth, last 2 years–––
Advisory staff211
Individual clients306534
Assets per client$2.2M$1.1M$2M
Clients per advisor156534
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack5–4
People on Advicer.bio211

From each firm's latest Form ADV (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.

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 Planning, LLCAdvanced Investment Management LLCEverlong Financial
Custodial Platform
Betterment Advisor SolutionsUses it––
Charles SchwabUses it––
Website Builders
Squarespace––Uses it
WixUses it––
Client File Sharing
ShareFile––Uses it
Financial Planning
RightCapital (Right Capital)Uses it–Uses it
Planning Light
AdvyzonUses it–Uses it