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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+ Compass Wealth $111.9M · St. Louis, MO
Olivette, MO
Springfield, MO
Greenwood Village, CO
Assets under management$119.4M$126.5M$125.5M
Asset growth, last 2 years+384%+739%+12%
Advisory staff521
Individual clients23020965
Assets per client$519K$605K$1.9M
Clients per advisor4610565
Main custodianSchwabSchwabAltruist
Filing with the SEC since202120182023
Tools in their stack––5
People on Advicer.bio521

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

ToolVirtus Financial GroupHickory Wealth Management, LLCOak Street Investments
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Advisor Lead Gen
Fee-Only Network––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Acuity Scheduling––Uses it

Custodians on Form ADV: Virtus Financial Group: Schwab · Hickory Wealth Management, LLC: Schwab · Oak Street Investments: Altruist, Schwab