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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 Thrive Retirement Specialists (swap one in):+ Wealthview Capital, LLC $319.5M · Jackson, MS+ Arroyo Investment Group, LLC $319.5M · Pasadena, CA+ Greenhouse Wealth Management, LLC $288.6M · Westport, CT+ Philip Vongontard, Cfa, LLC $288.5M · St.louis, MO
Royal Oak, MI
San Juan Capistrano, CA
Fort Collins, CO
Assets under management$303.9M$319.4M$319.2M
Asset growth, last 2 years+137%−0%+50%
Advisory staff233
Individual clients70108252
Assets per client$4.3M$3M$1.3M
Clients per advisor353684
Main custodianSchwabSchwabSchwab
Filing with the SEC since20232012 or earlier2021
Tools in their stack441
People on Advicer.bio233

From each firm's latest Form ADV (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

1 tool 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.

ToolThrive Retirement SpecialistsOptivest, Inc.Theory Financial
Portfolio Management
CapitectUses it––
Orion–Uses it–
Custodial Platform
Charles SchwabUses itUses itUses it
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoney–Uses it–
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Thrive Retirement Specialists: Schwab · Optivest, Inc.: Schwab · Theory Financial: Schwab