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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 Vitale Wealth Management (swap one in):+ Pacific Specialty Investment Group, LLC $123.2M · Newport Beach, CA+ Davies Financial Advisors, Inc. $123.1M · Murrieta, CA+ Tegesta Capital, LLC $111.1M · Jupiter, FL+ Summit Planning Group, Inc. $111M · E. Syracuse, NY
Metamora, MI
Grand Rapids, MI
Assets under management$117M$124.4M$111M
Asset growth, last 2 years–+591%–
Advisory staff366
Individual clients396263125
Assets per client$295K$473K$888K
Clients per advisor1324421
Main custodian–––
Filing with the SEC since202620132026
Tools in their stack323
People on Advicer.bio366

From each firm's latest Form ADV (Oct 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

1 tool 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.

ToolVitale Wealth ManagementStreamsong Advisors, LLCAmc Wealth Management, LLC
Custodial Platform
Charles SchwabUses itUses itUses it
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it–Uses it