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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 Portfolio Advisors (swap one in):+ Ellis Financial Planning $180.7M · Clarksville, TN+ Horowitz & Company, Inc. $180.7M · Fort Lauderdale, FL+ Bell City Wealth, Inc. $163.3M · Hillsboro, OH+ Integrity Wealth Management, Inc. $163.2M · Spokane, WA
South Portland, ME
Kingsport, TN
Assets under management$171.9M$180.6M$180.5M
Asset growth, last 2 years+35%+73%+69%
Advisory staff364
Individual clients40173361
Assets per client$4.3M$1M$500K
Clients per advisor132990
Main custodianSchwabPershingFidelity
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack112
People on Advicer.bio364

From each firm's latest Form ADV (Feb 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 Portfolio AdvisorsRichard Brothers, Financial AdvisorsIntegrity Capital Management
Client Data Gathering
Jotform––Uses it
Digital Marketing
Snappy Kraken––Uses it
TAMP
Savant Wealth Partners–Uses it–
Website Builders
WixUses it––

Custodians on Form ADV: Pinnacle Portfolio Advisors: Schwab · Richard Brothers, Financial Advisors: Pershing · Integrity Capital Management: Fidelity