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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 Vested Financial Planning, LLC (swap one in):+ Peak Capital Management, LLC $165.2M · Greenwood Village, CO+ Runnymede Capital Advisors, Inc. $165.1M+ Bellingham Capital $149.2M · Bellingham, WA+ Harborfront Financial Group $149M · Ludington, MI
Chicago, IL
Assets under management$157.2M$165.1M$165.2M
Asset growth, last 2 years+55%+17%+32%
Advisory staff119
Individual clients37124165
Assets per client$4.2M$1.3M$1M
Clients per advisor3712418
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420212024
Tools in their stack–1–
People on Advicer.bio118

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

ToolVested Financial Planning, LLCEffective AssetsExpressive Wealth LLC
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Vested Financial Planning, LLC: Schwab · Effective Assets: Schwab · Expressive Wealth LLC: Schwab, Capital Group