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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+ Variant Private Wealth LLC $267.5M · Tysons, VA+ Riverplace Capital Management Inc $267.4M · Jacksonville, FL
Indianapolis, IN
Manchester, MO
Seattle, WA
Assets under management$282M$296.4M$267.8M
Asset growth, last 2 years+7%+36%+97%
Advisory staff331
Individual clients138472125
Assets per client$2M$628K$2.1M
Clients per advisor46157125
Main custodian–LPL FinancialSchwab
Filing with the SEC since2012 or earlier20202019
Tools in their stack––1
People on Advicer.bio351

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 GroupViewpoint Capital Management
Website Builders
Squarespace––Uses it

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