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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 Peloton Capital Management (swap one in):+ Birchbrook $296.5M · Bangor, ME+ Best Invest $296.4M · San Antonio, TX+ Viewpoint Capital Management $267.8M · Seattle, WA+ Variant Private Wealth LLC $267.5M · Tysons, VA
Indianapolis, IN
Manchester, MO
Assets under management$282M$296.4M$296.3M
Asset growth, last 2 years+7%+36%+603%
Advisory staff332
Individual clients138472105
Assets per client$2M$628K$2.8M
Clients per advisor4615753
Main custodian–LPL FinancialFidelity
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack––1
People on Advicer.bio352

From each firm's latest Form ADV (Mar 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.

ToolPeloton Capital ManagementThe Yanker GroupLetson Investment Management, Inc.
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Peloton Capital Management: none listed · The Yanker Group: LPL Financial · Letson Investment Management, Inc.: Fidelity