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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):+ Heritage Capital Advisors, LLC $88.5M · St Paul, MN+ Drs Wealth Management $88.5M · Easton, MD+ Capital City Asset Management Group, LLC $79.9M · Powell, OH+ Gps Financial Group, LLC $79.8M · Grand Rapids, MI
Scottsdale, AZ
Chandler, AZ
Scottsdale, AZ
Assets under management$84.2M$88.7M$79.5M
Asset growth, last 2 years−21%––
Advisory staff224
Individual clients129216240
Assets per client$652K$411K$331K
Clients per advisor6510860
Main custodianSchwab––
Filing with the SEC since202220262026
Tools in their stack–27
People on Advicer.bio224

From each firm's latest Form ADV (Mar 2026, Aug 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 FinancialSun Valley Advisory
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
Vanguard––Uses it
Wealthscape (Fidelity)––Uses it
Website Builders
Squarespace––Uses it
Wix–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses itUses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Titan Capital Management: Schwab · Sunstone Financial: none listed · Sun Valley Advisory: none listed