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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 Vima, LLC (swap one in):+ Tabr Capital Management, LLC $241.2M · Orange, CA+ Cfg Retirement $241M · Edina, MN+ Rockbridge Asset Management, LLC $218M · Alexandria, VA+ Allstreet Capital LLC $218M · Los Angeles, CA
Troy, MI
Phoenixville, PA
Scottsdale, AZ
Assets under management$229.5M$241.1M$241.1M
Asset growth, last 2 years+103%+61%+33%
Advisory staff1236
Individual clients1,18290510
Assets per client$194K$2.7M$473K
Clients per advisor993085
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack311
People on Advicer.bio1236

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

ToolVima, LLCBarnstone Advisors LLCBayntree Wealth Advisors, LLC
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
Website Builders
Webflow––Uses it
WixUses it––
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Vima, LLC: none listed · Barnstone Advisors LLC: Schwab · Bayntree Wealth Advisors, LLC: Fidelity