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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 Retirement Money Management (swap one in):+ Leading Edge Wealth Management, LLC $43.7M · Rolling Meadows, IL+ Cypress Point Financial Advisors $43.7M+ Balanced Capital $39.5M+ Portfolio Logix, LLC $39.5M · Missoula, MT
Sarasota, FL
Orlando, FL
Assets under management$41.6M$44.2M$39.5M
Asset growth, last 2 years+54%––
Advisory staff122
Individual clients871574
Assets per client$478K$2.9M$534K
Clients per advisor87837
Main custodianPershing––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–4–
People on Advicer.bio122

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

ToolRetirement Money ManagementOakmonte Wealth ManagementVineyard Wealth Advisory LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Client File Sharing
ShareFile–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–

Custodians on Form ADV: Retirement Money Management: Pershing · Oakmonte Wealth Management: none listed · Vineyard Wealth Advisory LLC: none listed