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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):+ Fortitude Financial LLC $281.5M · Spokane, WA+ 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
Mill Valley, CA
Assets under management$267.8M$282.2M$281.2M
Asset growth, last 2 years+97%+41%–
Advisory staff133
Individual clients12519380
Assets per client$2.1M$1.5M$3.5M
Clients per advisor1256427
Main custodianSchwabSchwabSchwab
Filing with the SEC since201920192024
Tools in their stack124
People on Advicer.bio133

From each firm's latest Form ADV (Mar 2026, Sep 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, PsMiller Avenue Advisors LLC
Website Builders
SquarespaceUses it––
Wix––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Performance Reporting
Addepar––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Viewpoint Capital Management: Schwab · Stolz & Associates, Ps: Schwab · Miller Avenue Advisors LLC: Schwab