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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 Whalen Financial (swap one in):+ Peak Investment Advisors, Inc. $234.6M · Colorado Springs, CO+ Equanimity Financial Partners $234.3M · Pasadena, CA+ Rossjohnson & Associates, LLC $211.6M · Plymouth, MN+ Diamant Asset Management, Inc. $211.5M · Ridgefield, CT
Las Vegas, NV
Lawrence, KS
Belleair Bluffs, FL
Assets under management$223M$234.3M$234.3M
Asset growth, last 2 years+41%+30%+9%
Advisory staff452
Individual clients391330125
Assets per client$570K$710K$1.9M
Clients per advisor986663
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since20202012 or earlier2017
Tools in their stack–1–
People on Advicer.bio462

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

ToolWhalen FinancialRademacher Financial, Inc.Belleair Asset Management, LLC
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Whalen Financial: Schwab · Rademacher Financial, Inc.: Raymond James · Belleair Asset Management, LLC: Schwab