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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 Pinnacle Advisors (swap one in):+ Rather & Kittrell, Inc. $2.25B · Knoxville, TN+ Cornerstone Advisory $2.25B · Hunt Valley, MD+ Washington Crossing Advisors LLC $2.03B · Morristown, NJ+ Keebeck Wealth Management $2.03B · Chicago, IL
Mansfield, OH
Columbus, OH
Zurich
Assets under management$2.14B$2.31B$2.24B
Asset growth, last 2 years+24%+30%+8%
Advisory staff193111
Individual clients1,0641,013522
Assets per client$2M$2.3M$4.3M
Clients per advisor563347
Main custodianSchwabSchwabBank Julius Bär & Co. Ag
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack22–
People on Advicer.bio2020–

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

ToolPinnacle AdvisorsSummit Financial Strategies IncAvalor Investment Ag
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
HeyKyraUses it––
Financial Planning
eMoney–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Pinnacle Advisors: Schwab · Summit Financial Strategies Inc: Schwab, Fidelity · Avalor Investment Ag: Bank Julius Bär & Co. Ag, UBS, Credit Suisse