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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):+ Cornerstone Advisory $2.25B · Hunt Valley, MD+ Avalor Investment Ag $2.24B · Zurich+ Washington Crossing Advisors LLC $2.03B · Morristown, NJ+ Keebeck Wealth Management $2.03B · Chicago, IL
Mansfield, OH
Columbus, OH
Greenwich, CT
Assets under management$2.14B$2.31B$2.03B
Asset growth, last 2 years+24%+30%+21%
Advisory staff19313
Individual clients1,0641,013274
Assets per client$2M$2.3M$7.4M
Clients per advisor563391
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack22–
People on Advicer.bio20203

From each firm's latest Form ADV (Oct 2026, Jun 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 IncAvity Investment Management Inc.
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 · Avity Investment Management Inc.: Schwab