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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+ Keebeck Wealth Management $2.03B · Chicago, IL+ Avity Investment Management Inc. $2.03B · Greenwich, CT
Mansfield, OH
Columbus, OH
Morristown, NJ
Assets under management$2.14B$2.31B$2.03B
Asset growth, last 2 years+24%+30%+4%
Advisory staff19315
Individual clients1,0641,0133,152
Assets per client$2M$2.3M$644K
Clients per advisor5633630
Main custodianSchwabSchwabStifel
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack221
People on Advicer.bio20204

From each firm's latest Form ADV (Oct 2026, Apr 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 IncWashington Crossing Advisors LLC
Custodial Platform
Charles Schwab–Uses it–
Stifel––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 · Washington Crossing Advisors LLC: Stifel