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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 Virtus Financial Group (swap one in):+ Oak Street Investments $125.5M · Greenwood Village, CO+ Lone Peak Advisers $125.4M · Draper, UT+ Compass Private Wealth Group LLC $113.3M · Short Hills, NJ+ Compass Wealth $111.9M · St. Louis, MO
Olivette, MO
Springfield, MO
Atlanta, GA
Assets under management$119.4M$126.5M$125.3M
Asset growth, last 2 years+384%+739%–
Advisory staff522
Individual clients23020981
Assets per client$519K$605K$1.5M
Clients per advisor4610541
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120182024
Tools in their stack––1
People on Advicer.bio522

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

ToolVirtus Financial GroupHickory Wealth Management, LLCBerkeley Advisors, Inc.
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Virtus Financial Group: Schwab · Hickory Wealth Management, LLC: Schwab · Berkeley Advisors, Inc.: Schwab