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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 Valiant Wealth, LLC (swap one in):+ Lefavi Wealth Management $445M · Salt Lake City, UT+ Robinson Smith Wealth Advisors, LLC $444.9M · South Portland, ME+ Leeward Financial Partners, LLC $401.5M+ H. L. Ormond & Company, LLC $401.4M · Greenville, NC
West Des Moines, IA
Bettendorf, IA
Pittsford, NY
Assets under management$423.1M$449M$444.6M
Asset growth, last 2 years+69%+78%+64%
Advisory staff366
Individual clients173468227
Assets per client$2.4M$959K$2M
Clients per advisor587838
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172018
Tools in their stack463
People on Advicer.bio386

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

ToolValiant Wealth, LLCNikulski Financial, Inc.Flower City Capital LLC
Custodial Platform
Charles SchwabUses itUses itUses it
Altruist–Uses it–
Advisor Lead Gen
Fee-Only Network–Uses it–
Client Data Gathering
JotformUses it––
Client File Sharing
ShareFile–Uses it–
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoneyUses itUses itUses it
Planning Light
AdvyzonUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Valiant Wealth, LLC: Schwab · Nikulski Financial, Inc.: Schwab · Flower City Capital LLC: Schwab