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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):+ Lone Peak Advisers $125.4M · Draper, UT+ Berkeley Advisors, Inc. $125.3M · Atlanta, GA+ Compass Private Wealth Group LLC $113.3M · Short Hills, NJ+ Capital South Wealth Management, LLC $113.3M · Baton Rouge, LA
Olivette, MO
Springfield, MO
St. Louis, MO
Assets under management$119.4M$126.5M$111.9M
Asset growth, last 2 years+384%+739%+13%
Advisory staff527
Individual clients230209766
Assets per client$519K$605K$146K
Clients per advisor46105109
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120182022
Tools in their stack–––
People on Advicer.bio527

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Virtus Financial Group: Schwab · Hickory Wealth Management, LLC: Schwab · Compass Wealth: Schwab, Fidelity