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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):+ Equanimity Financial Partners $234.3M · Pasadena, CA+ Belleair Asset Management, LLC $234.3M · Belleair Bluffs, FL+ Rossjohnson & Associates, LLC $211.6M · Plymouth, MN+ Diamant Asset Management, Inc. $211.5M · Ridgefield, CT
Las Vegas, NV
Lawrence, KS
Colorado Springs, CO
Assets under management$223M$234.3M$234.6M
Asset growth, last 2 years+41%+30%–
Advisory staff451
Individual clients39133039
Assets per client$570K$710K$6M
Clients per advisor986639
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since20202012 or earlier2024
Tools in their stack–12
People on Advicer.bio461

From each firm's latest Form ADV (May 2026, Mar 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.Peak Investment Advisors, Inc.
Client File Sharing
ShareFile––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Whalen Financial: Schwab · Rademacher Financial, Inc.: Raymond James · Peak Investment Advisors, Inc.: Schwab