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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 Pento Portfolio Strategies, LLC (swap one in):+ E. Batoff & Co., Inc. $249.2M · Tampa, FL+ Guided Capital Wealth Management, LLC $249.2M · Houston, TX+ Orca Wealth Management, LLC $224.4M · New Port Richey, FL+ Bucket List Wealth Management, LLC $224.2M · The Villages, FL
Naples, FL
Melbourne, FL
Daytona Beach, FL
Assets under management$237.3M$249.8M$250M
Asset growth, last 2 years+19%+107%+25%
Advisory staff285
Individual clients874941127
Assets per client$271K$265K$2M
Clients per advisor43711825
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120232012 or earlier
Tools in their stack–41
People on Advicer.bio285

From each firm's latest Form ADV (May 2026, Jun 2026, Sep 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.

ToolPento Portfolio Strategies, LLCOxenfree FinancialFirstrust
Client Data Gathering
RedCapture–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Pento Portfolio Strategies, LLC: Schwab · Oxenfree Financial: Schwab · Firstrust: Schwab