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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):+ Best Invest $296.4M · San Antonio, TX+ 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
Jacksonville, FL
Assets under management$282M$296.4M$267.4M
Asset growth, last 2 years+7%+36%+26%
Advisory staff333
Individual clients138472157
Assets per client$2M$628K$1.7M
Clients per advisor4615752
Main custodian–LPL FinancialSchwab
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, Jul 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 GroupRiverplace Capital Management Inc
CRM
SS&C Black Diamond––Uses it

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