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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 Twin Peaks Wealth Advisors (swap one in):+ Trevian Wealth Management, LLC $615.5M+ Freedom Day Solutions, LLC $615.3M · Houston, TX+ O'rourke & Company, Incorporated $555.1M · Boston, MA+ Premier Wealth Advisors, LLC $555.1M · New York, NY
La Jolla, CA
Warwick, RI
Assets under management$584.8M$614.8M$614.6M
Asset growth, last 2 years+84%+34%+114%
Advisory staff972
Individual clients422269131
Assets per client$1.4M$2.3M$4.7M
Clients per advisor473866
Main custodianSchwabFidelitySchwab
Filing with the SEC since20222012 or earlier2014
Tools in their stack710–
People on Advicer.bio1062

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

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.

ToolTwin Peaks Wealth AdvisorsFinancial Alternatives, Inc.Mystic Asset Management
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)Uses itUses it–
LPL Financial (ClientWorks)Uses it––
Vanguard–Uses it–
CRM
Envestnet Tamarac–Uses it–
SS&C Black DiamondUses it––
Advisor Lead Gen
WealthtenderUses it––
Client Data Gathering
PreciseFP–Uses it–
Client File Sharing
ShareFile–Uses it–
Equity Compensation
StockOpter–Uses it–
Financial Planning
eMoneyUses itUses it–
Schedule Apps
CalendlyUses it––
Video Meetings & Messaging
Zoom–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Twin Peaks Wealth Advisors: Schwab, Fidelity · Financial Alternatives, Inc.: Fidelity, Schwab · Mystic Asset Management: Schwab