Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Northstar Capital Inc $64.5M · Derry, NH+ Paysse Jennison Financial Advisors, Paysse Jennison $64.5M+ Transglobal Advisory, LLC $58.3M · Monrovia, CA+ Growth Horizons Wealth Management LLC $58.3M · Georgetown, TX
Oklahoma City, OK
Alexandria, VA
Assets under management$61.4M$64.5M$64.5M
Asset growth, last 2 years+1,947%––
Advisory staff513
Individual clients275112132
Assets per client$223K$576K$489K
Clients per advisor5511244
Main custodian–––
Filing with the SEC since201720262026
Tools in their stack7–4
People on Advicer.bio543

From each firm's latest Form ADV (Jan 2026, Mar 2026, Jul 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.The Freyr Group
Custodial Platform
AltruistUses it–Uses it
Charles SchwabUses it––
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)––Uses it
401(k) Implementation
VestwellUses it––
Client Data Gathering
JotformUses it––
CRM
HubSpotUses it––
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it
Website Builders
WebflowUses it––