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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+ Downshift Financial $214.7M+ Uta LLC $214.6M · Vancouver, WA
Concord, NH
Midland, TX
Assets under management$226M$237.3M$214.6M
Asset growth, last 2 years+26%+156%+41%
Advisory staff126
Individual clients18696244
Assets per client$1.2M$2.5M$879K
Clients per advisor1864841
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20202024
Tools in their stack––1
People on Advicer.bio227

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 CapitalEastsound Capital Advisors, LLC
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Valpey Financial Services LLC: Schwab · Redemption Capital: Schwab · Eastsound Capital Advisors, LLC: Schwab, AssetMark, Interactive Brokers