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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 Provise Management Group, LLC (swap one in):+ Coastedge Partners, LLC $2.14B · San Diego, CA+ Next Capital Management LLC $2.14B · New York, NY+ Rebalance LLC $1.93B · Palo Alto, CA+ Fourthought Financial Partners, LLC. $1.93B · Venice, FL
Clearwater, FL
Mansfield, OH
El Dorado Hills, CA
Assets under management$2.03B$2.14B$2.14B
Asset growth, last 2 years+8%+24%+7%
Advisory staff161916
Individual clients1,1391,0641,389
Assets per client$1.8M$2M$1.5M
Clients per advisor715687
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack22–
People on Advicer.bio192019

From each firm's latest Form ADV (Aug 2026, Oct 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.

ToolProvise Management Group, LLCPinnacle AdvisorsVan Hulzen Financial Advisors
CRM
SS&C Black DiamondUses it––
Digital Marketing
HeyKyra–Uses it–
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Provise Management Group, LLC: Schwab · Pinnacle Advisors: Schwab · Van Hulzen Financial Advisors: Schwab, Northern Trust