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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+ Future Perfect Planning, LLC $44.5M+ Star Wealth Advisors $44.4M · Boca Raton, FL
Trinity, FL
Oxford, FL
Orlando, FL
Assets under management$46.8M$49.2M$44.2M
Asset growth, last 2 years–––
Advisory staff222
Individual clients966815
Assets per client$488K$724K$2.9M
Clients per advisor48348
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack234
People on Advicer.bio222

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

ToolPelorus Financial, LLCCapstonewealthOakmonte Wealth Management
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
RightCapital (Right Capital)–Uses it–
Client File Sharing
ShareFile––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
CalendlyUses itUses it–
Website Builders
WixUses it––