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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+ Mws Capital Consultants LLC $193.7M · Chicago, IL+ D. M. Brenner, Inc. $193.6M · Solana Beach, CA
Virginia Beach, VA
Park Ridge, IL
Assets under management$204.1M$214.3M$193.9M
Asset growth, last 2 years+16%+52%+24%
Advisory staff132
Individual clients21267172
Assets per client$9.7M$803K$1.1M
Clients per advisor218986
Main custodianSchwabSchwabSchwab
Filing with the SEC since201520222021
Tools in their stack––1
People on Advicer.bio153

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 AdvisorsTetley Investments, LLC
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Viden Arbor Capital: Schwab · Wealthtrak Advisors: Schwab · Tetley Investments, LLC: Schwab