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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 Titan Capital Management (swap one in):+ Prolific Solutions $88.5M · New York, NY+ Heritage Capital Advisors, LLC $88.5M · St Paul, MN+ Capital City Asset Management Group, LLC $79.9M · Powell, OH+ Sun Valley Advisory $79.5M · Scottsdale, AZ
Scottsdale, AZ
Chandler, AZ
Easton, MD
Assets under management$84.2M$88.7M$88.5M
Asset growth, last 2 years−21%––
Advisory staff222
Individual clients129216160
Assets per client$652K$411K$553K
Clients per advisor6510880
Main custodianSchwab––
Filing with the SEC since202220262026
Tools in their stack–2–
People on Advicer.bio222

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

ToolTitan Capital ManagementSunstone FinancialDrs Wealth Management
Financial Planning
RightCapital (Right Capital)–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Titan Capital Management: Schwab · Sunstone Financial: none listed · Drs Wealth Management: none listed