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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 Vandenburg Capital Management (swap one in):+ Capitol Wealth Management, Inc. $111.9M · Mclean, VA+ Princeton Investment Management Company $111.8M+ Cantata Wealth Management, LLC $101.1M · Coral Gables, FL+ Rga Investment Advisors, LLC $101.1M · Great Neck, NY
St. Louis, MO
Milford, OH
Assets under management$106.4M$111.9M$111.9M
Asset growth, last 2 years–+13%–
Advisory staff172
Individual clients92766118
Assets per client$1.2M$146K$948K
Clients per advisor9210959
Main custodian–Schwab–
Filing with the SEC since202620222026
Tools in their stack––3
People on Advicer.bio172

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

ToolVandenburg Capital ManagementCompass WealthEquitta Advisors LLC
Financial Planning
eMoney––Uses it
Schedule Apps
OnceHub––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Vandenburg Capital Management: none listed · Compass Wealth: Schwab, Fidelity · Equitta Advisors LLC: none listed