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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 Viable (swap one in):+ Edgewater Pro Sports Financial $225M · Avon, OH+ Capital Advisory Group, Inc. $224.9M · Dallas, TX+ Wj Financial Advisors, LLC $203.4M · Killingworth, CT+ Mcdermott Investment Advisors, LLC $203.3M · Naples, FL
Dallas, TX
Honolulu, HI
Assets under management$214.2M$225M$203.4M
Asset growth, last 2 years+106%+38%+24%
Advisory staff342
Individual clients199152162
Assets per client$1.1M$1.5M$1.3M
Clients per advisor663881
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420222012 or earlier
Tools in their stack55–
People on Advicer.bio442

From each firm's latest Form ADV (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

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.

ToolViablePrincipia Wealth Advisory, LLCKahala Financial Advisors, LLC
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Interactive BrokersUses it––
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoneyUses itUses it–
Performance Reporting
AddeparUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Viable: Schwab · Principia Wealth Advisory, LLC: Schwab · Kahala Financial Advisors, LLC: Schwab