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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 Skyline Advisors, Inc. (swap one in):+ Hurley Financial Group, Inc. $406.5M · Corvallis, OR+ Kingsmark Private Financial Advisors, LLC $406.5M · Albany, GA+ Switchpoint Financial Planning LLC $367.1M · Lehi, UT+ My Personal Cfo, LLC $365.1M · Vancouver, WA
Bellingham, WA
Lakewood Ranch, FL
Miami, FL
Assets under management$386.5M$406.3M$406.2M
Asset growth, last 2 years+65%+38%+286%
Advisory staff529
Individual clients365632,951
Assets per client$1.1M$6.4M$138K
Clients per advisor7332328
Main custodianSchwabSchwabFidelity
Filing with the SEC since201520212023
Tools in their stack242
People on Advicer.bio7217

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

ToolSkyline Advisors, Inc.Clarity Capital Advisors, LLCGuerra Wealth Advisors
Client File Sharing
ShareFile––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
OrionUses itUses it–
Schedule Apps
Calendly––Uses it
Video Meetings & Messaging
Zoom–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Skyline Advisors, Inc.: Schwab · Clarity Capital Advisors, LLC: Schwab, Ascensus Broker Dealer Services, LLC · Guerra Wealth Advisors: Fidelity, Schwab