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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+ Avity Investment Management Inc. $2.03B · Greenwich, CT
Mansfield, OH
Columbus, OH
Chicago, IL
Assets under management$2.14B$2.31B$2.03B
Asset growth, last 2 years+24%+30%+25%
Advisory staff19314
Individual clients1,0641,013147
Assets per client$2M$2.3M$13.8M
Clients per advisor563337
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack22–
People on Advicer.bio20205

From each firm's latest Form ADV (Oct 2026, Mar 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 IncKeebeck Wealth Management
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 · Keebeck Wealth Management: Pershing, Schwab