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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+ 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
Hunt Valley, MD
Assets under management$2.14B$2.31B$2.25B
Asset growth, last 2 years+24%+30%+29%
Advisory staff19319
Individual clients1,0641,013808
Assets per client$2M$2.3M$2.8M
Clients per advisor563390
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack222
People on Advicer.bio202010

From each firm's latest Form ADV (Oct 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.

ToolPinnacle AdvisorsSummit Financial Strategies IncCornerstone Advisory
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
HeyKyraUses it––
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Pinnacle Advisors: Schwab · Summit Financial Strategies Inc: Schwab, Fidelity · Cornerstone Advisory: Schwab