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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 Vault Wealth (swap one in):+ Paysse Jennison Financial Advisors, Paysse Jennison $64.5M+ The Freyr Group $64.5M+ Transglobal Advisory, LLC $58.3M · Monrovia, CA+ Growth Horizons Wealth Management LLC $58.3M · Georgetown, TX
Oklahoma City, OK
Alexandria, VA
Derry, NH
Assets under management$61.4M$64.5M$64.5M
Asset growth, last 2 years+1,947%–+28%
Advisory staff512
Individual clients27511246
Assets per client$223K$576K$1.4M
Clients per advisor5511223
Main custodian–––
Filing with the SEC since201720262012 or earlier
Tools in their stack7–2
People on Advicer.bio542

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

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.

ToolVault WealthArkagos Advisors & Asset Management, Inc.Northstar Capital Inc
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Website Builders
WebflowUses it––
Wix––Uses it
401(k) Implementation
VestwellUses it––
Client Data Gathering
JotformUses it––
CRM
HubSpotUses it––
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it