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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 Regista Financial Strategies, LLC (swap one in):+ Orchestral Financial Group Inc. $14.1M · Amherst, NY+ Zen Financial Planning, LLC $14.1M · York, ME+ Ils Financial, LLC $12.8M · Omaha, NE+ Awareness Wealth Advisors, Inc. $12.8M
Denver, CO
Pittsburgh, PA
Mount Pleasant, SC
Assets under management$13.4M$14.1M$14.1M
Asset growth, last 2 years––−64%
Advisory staff321
Individual clients363923
Assets per client$373K$362K$614K
Clients per advisor122023
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack63–
People on Advicer.bio331

From each firm's latest Form ADV (Sep 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

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.

ToolRegista Financial Strategies, LLCEtch FinancialPolaris Investment Partners, Inc
Custodial Platform
Altruist–Uses it–
Betterment Advisor SolutionsUses it––
Charles SchwabUses it––
CRM
Slant (Slant CRM)Uses it––
Digital Marketing
PageportUses it––
Financial Planning
RightCapital (Right Capital)Uses itUses it–
Schedule Apps
Calendly–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Regista Financial Strategies, LLC: none listed · Etch Financial: none listed · Polaris Investment Partners, Inc: Schwab