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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 Taiko Private Wealth (swap one in):+ Compound Family Offices, LLC $540.8M · Sarasota, FL+ Gray Private Wealth, LLC $540.7M · Canton, MA+ Vantage Point Financial, LLC $484.6M · Lisle, IL+ Altman Advisors $483.4M · Chicago, IL
Chicago, IL
Chicago, IL
San Diego, CA
Assets under management$514.8M$543.2M$489M
Asset growth, last 2 years–+59%+60%
Advisory staff326
Individual clients5596461
Assets per client$9.4M$5.7M$1.1M
Clients per advisor184877
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2014
Tools in their stack–1–
People on Advicer.bio227

From each firm's latest Form ADV (May 2026, Mar 2026, Sep 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.

ToolTaiko Private WealthFountainhead Financial, LLCOne Degree Advisors, Inc.
Website Builders
Wix–Uses it–

Custodians on Form ADV: Taiko Private Wealth: Schwab · Fountainhead Financial, LLC: Schwab · One Degree Advisors, Inc.: Schwab