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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):+ Bayntree Wealth Advisors, LLC $241.1M · Scottsdale, AZ+ Cfg Retirement $241M · Edina, MN+ Rockbridge Asset Management, LLC $218M · Alexandria, VA+ Allstreet Capital LLC $218M · Los Angeles, CA
Troy, MI
Phoenixville, PA
Orange, CA
Assets under management$229.5M$241.1M$241.2M
Asset growth, last 2 years+103%+61%+19%
Advisory staff1232
Individual clients1,18290223
Assets per client$194K$2.7M$1.1M
Clients per advisor9930112
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack31–
People on Advicer.bio1232

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

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

Custodians on Form ADV: Vima, LLC: none listed · Barnstone Advisors LLC: Schwab · Tabr Capital Management, LLC: Fidelity