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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 Valuealigned Partners (swap one in):+ Promenade Wealth $79.6M+ Sun Valley Advisory $79.5M · Scottsdale, AZ+ Trimaran Capital $71.9M · Savannah, GA+ G & R Financial Solutions LLC $71.9M · Fairfield, NJ
Red Bank, NJ
Coeur D'alene, ID
New York, NY
Assets under management$75.7M$79.6M$71.9M
Asset growth, last 2 years––+6%
Advisory staff231
Individual clients7112713
Assets per client$1.1M$626K$5.5M
Clients per advisor364213
Main custodian––J.P. Morgan
Filing with the SEC since202620262021
Tools in their stack111
People on Advicer.bio131

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

ToolValuealigned PartnersArcher Wealth AdvisorsSilver Advisors, LLC
Website Builders
Squarespace––Uses it
Webflow–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Valuealigned Partners: none listed · Archer Wealth Advisors: none listed · Silver Advisors, LLC: J.P. Morgan, Interactive Brokers