Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Peloton Capital Management (swap one in):+ Birchbrook $296.5M · Bangor, ME+ Letson Investment Management, Inc. $296.3M+ Viewpoint Capital Management $267.8M · Seattle, WA+ Variant Private Wealth LLC $267.5M · Tysons, VA
Indianapolis, IN
Manchester, MO
San Antonio, TX
Assets under management$282M$296.4M$296.4M
Asset growth, last 2 years+7%+36%+75%
Advisory staff333
Individual clients138472651
Assets per client$2M$628K$455K
Clients per advisor46157217
Main custodian–LPL FinancialSchwab
Filing with the SEC since2012 or earlier20202018
Tools in their stack–––
People on Advicer.bio353

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Peloton Capital Management: none listed · The Yanker Group: LPL Financial · Best Invest: Schwab