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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 Pettinga Financial Advisors, LLC (swap one in):+ Payne Capital Management, LLC $1.34B · New York, NY+ Quadcap Wealth Management, LLC $1.34B · Frisco, TX+ Hamilton Point Investment Advisors, LLC $1.21B · Chapel Hill, NC+ Deerfield $1.18B · Indianapolis, IN
Evansville, IN
Fort Wayne, IN
Austin, TX
Assets under management$1.28B$1.34B$1.34B
Asset growth, last 2 years+27%+35%+41%
Advisory staff7912
Individual clients6681,013721
Assets per client$1.9M$1.3M$1.9M
Clients per advisor9511360
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio81014

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

ToolPettinga Financial Advisors, LLCWealth Advisors GroupFmp Wealth Advisers
CRM
Envestnet TamaracUses it––

Custodians on Form ADV: Pettinga Financial Advisors, LLC: Schwab, Fidelity · Wealth Advisors Group: Schwab · Fmp Wealth Advisers: Schwab