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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 Valley Wealth Managers, Inc. (swap one in):+ Manchester Capital Management LLC $2.83B · Manchester, VT+ Fragasso Financial Advisors $2.83B · Sewickley, PA+ Creativeone Securities, LLC $2.54B · Overland Park, KS+ Validus Capital LLC $2.54B · El Segundo, CA
Paramus, NJ
Montclair, NJ
Scottsdale, AZ
Assets under management$2.69B$2.89B$2.82B
Asset growth, last 2 years+20%+70%+25%
Advisory staff344955
Individual clients8541,9074,539
Assets per client$3.1M$1.5M$622K
Clients per advisor253983
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack––3
People on Advicer.bio475463

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

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.

ToolValley Wealth Managers, Inc.Rmr Wealth Builders, Inc.Trek Financial
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Valley Wealth Managers, Inc.: Schwab, Northern Trust, Pershing · Rmr Wealth Builders, Inc.: Fidelity · Trek Financial: Schwab