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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 Re-Envision Wealth (swap one in):+ Servant Financial, LTD. $143.6M+ White Oak Financial Management, Inc $143.5M · Asheville, NC+ Financial Network Specialists LLC $129.8M+ Hudson Heritage Capital Management, Inc. $128.7M · Croton-On-Hudson, NY
New York, NY
Albany, NY
Palo Alto, CA
Assets under management$136.6M$143.7M$143.5M
Asset growth, last 2 years+111%−18%+36%
Advisory staff414
Individual clients7822238
Assets per client$1.8M$647K$3.8M
Clients per advisor2022210
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220162022
Tools in their stack–11
People on Advicer.bio414

From each firm's latest Form ADV (Mar 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.

ToolRe-Envision WealthArista Advisory Group, LLCMayfield Advisors, Inc.
Digital Marketing
Snappy Kraken––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Re-Envision Wealth: Schwab, Mtg, LLC, Altruist · Arista Advisory Group, LLC: Schwab · Mayfield Advisors, Inc.: Schwab, Fidelity