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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
Knoxville, TN
Assets under management$2.14B$2.31B$2.25B
Asset growth, last 2 years+24%+30%+51%
Advisory staff193117
Individual clients1,0641,013982
Assets per client$2M$2.3M$2.3M
Clients per advisor563358
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack222
People on Advicer.bio202020

From each firm's latest Form ADV (Oct 2026, Aug 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 IncRather & Kittrell, Inc.
Digital Marketing
HeyKyraUses it––
WealthReach––Uses it
Advisor Lead Gen
Wealthtender––Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Pinnacle Advisors: Schwab · Summit Financial Strategies Inc: Schwab, Fidelity · Rather & Kittrell, Inc.: Fidelity