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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):+ Robinson Smith Wealth Advisors, LLC $444.9M · South Portland, ME+ Flower City Capital LLC $444.6M · Pittsford, NY+ Leeward Financial Partners, LLC $401.5M+ H. L. Ormond & Company, LLC $401.4M · Greenville, NC
West Des Moines, IA
Bettendorf, IA
Salt Lake City, UT
Assets under management$423.1M$449M$445M
Asset growth, last 2 years+69%+78%+16%
Advisory staff364
Individual clients173468576
Assets per client$2.4M$959K$773K
Clients per advisor5878144
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack46–
People on Advicer.bio383

From each firm's latest Form ADV (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.

ToolValiant Wealth, LLCNikulski Financial, Inc.Lefavi Wealth Management
Custodial Platform
Charles SchwabUses itUses it–
Altruist–Uses it–
Advisor Lead Gen
Fee-Only Network–Uses it–
Client Data Gathering
JotformUses it––
Client File Sharing
ShareFile–Uses it–
Financial Planning
eMoneyUses 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 · Lefavi Wealth Management: Schwab