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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 Viewpoint Capital Management (swap one in):+ Miller Avenue Advisors LLC $281.2M · Mill Valley, CA+ Smith Asset Management Co., LLC $281.2M · Chiefland, FL+ Blacktower Financial Management (US) LLC $254.4M · Orlando, FL+ O'brien Investment Management, LLC $254.3M · Torrance, CA
Seattle, WA
Tacoma, WA
Spokane, WA
Assets under management$267.8M$282.2M$281.5M
Asset growth, last 2 years+97%+41%+21%
Advisory staff132
Individual clients125193408
Assets per client$2.1M$1.5M$690K
Clients per advisor12564204
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since201920192021
Tools in their stack124
People on Advicer.bio134

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

ToolViewpoint Capital ManagementStolz & Associates, PsFortitude Financial LLC
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses itUses it
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Viewpoint Capital Management: Schwab · Stolz & Associates, Ps: Schwab · Fortitude Financial LLC: LPL Financial, Schwab