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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 Viden Arbor Capital (swap one in):+ Continuity Wealth Management, Corp. $214.3M · Portland, OR+ Sage Hill Capital $214.3M · Ann Arbor, MI+ Tetley Investments, LLC $193.9M · Park Ridge, IL+ Mws Capital Consultants LLC $193.7M · Chicago, IL
Virginia Beach, VA
Solana Beach, CA
Assets under management$204.1M$214.3M$193.6M
Asset growth, last 2 years+16%+52%+21%
Advisory staff133
Individual clients21267124
Assets per client$9.7M$803K$1.6M
Clients per advisor218941
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520222020
Tools in their stack––2
People on Advicer.bio154

From each firm's latest Form ADV (Apr 2026, May 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

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.

ToolViden Arbor CapitalWealthtrak AdvisorsD. M. Brenner, Inc.
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Viden Arbor Capital: Schwab · Wealthtrak Advisors: Schwab · D. M. Brenner, Inc.: Schwab