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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 Pelorus Financial, LLC (swap one in):+ Aventail Wealth Management, LLC $49.4M · Winter Haven, FL+ CPA Investment Solutions, Inc. $49.2M · Sarasota, FL+ Star Wealth Advisors $44.4M · Boca Raton, FL+ Oakmonte Wealth Management $44.2M · Orlando, FL
Trinity, FL
Oxford, FL
Assets under management$46.8M$49.2M$44.5M
Asset growth, last 2 years–––
Advisory staff221
Individual clients966842
Assets per client$488K$724K$1.1M
Clients per advisor483442
Main custodian––Schwab
Filing with the SEC since202620262024
Tools in their stack233
People on Advicer.bio221

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.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

1 tool 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.

ToolPelorus Financial, LLCCapstonewealthFuture Perfect Planning, LLC
Advisor Lead Gen
Fee-Only Network––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
CalendlyUses itUses itUses it
Website Builders
WixUses it–Uses it

Custodians on Form ADV: Pelorus Financial, LLC: none listed · Capstonewealth: none listed · Future Perfect Planning, LLC: Schwab, Altruist