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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 Valpey Financial Services LLC (swap one in):+ Capital Financial Group, Inc. $237.4M · Littleton, CO+ Centennial Advisors, LLC $237.3M · Austin, TX+ Eastsound Capital Advisors, LLC $214.6M+ Uta LLC $214.6M · Vancouver, WA
Concord, NH
Midland, TX
Assets under management$226M$237.3M$214.7M
Asset growth, last 2 years+26%+156%–
Advisory staff123
Individual clients1869681
Assets per client$1.2M$2.5M$2.6M
Clients per advisor1864827
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20202024
Tools in their stack––1
People on Advicer.bio223

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

ToolValpey Financial Services LLCRedemption CapitalDownshift Financial
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Valpey Financial Services LLC: Schwab · Redemption Capital: Schwab · Downshift Financial: Schwab