Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Arroyo Investment Group, LLC $319.5M · Pasadena, CA+ Theory Financial $319.2M · Fort Collins, CO+ Greenhouse Wealth Management, LLC $288.6M · Westport, CT+ Philip Vongontard, Cfa, LLC $288.5M · St.louis, MO
Royal Oak, MI
San Juan Capistrano, CA
Jackson, MS
Assets under management$303.9M$319.4M$319.5M
Asset growth, last 2 years+137%−0%+18%
Advisory staff234
Individual clients70108191
Assets per client$4.3M$3M$1.7M
Clients per advisor353648
Main custodianSchwabSchwabPershing
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack446
People on Advicer.bio234

From each firm's latest Form ADV (Mar 2026, Jun 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

2 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.

ToolThrive Retirement SpecialistsOptivest, Inc.Wealthview Capital, LLC
Custodial Platform
Charles SchwabUses itUses itUses it
NetX360 (Pershing)––Uses it
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion–Uses itUses it
CapitectUses it––
Digital Marketing
Snappy KrakenUses it––
Schedule Apps
CalendlyUses itUses itUses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Thrive Retirement Specialists: Schwab · Optivest, Inc.: Schwab · Wealthview Capital, LLC: Pershing