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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 Wincap Financial LLC (swap one in):+ Peak Investment Advisors, Inc. $234.6M · Colorado Springs, CO+ Belleair Asset Management, LLC $234.3M · Belleair Bluffs, FL+ Apex Investment Group $211.1M · Hudson, MA+ Traub Capital Management $210.8M · Needham, MA
Boston, MA
Lawrence, KS
Pasadena, CA
Assets under management$223.1M$234.3M$234.3M
Asset growth, last 2 years+493%+30%+59%
Advisory staff651
Individual clients270330658
Assets per client$826K$710K$356K
Clients per advisor4566658
Main custodianFidelityRaymond JamesSchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack514
People on Advicer.bio762

From each firm's latest Form ADV (Jun 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

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.

ToolWincap Financial LLCRademacher Financial, Inc.Equanimity Financial Partners
Financial Planning
eMoneyUses it––
Envestnet MoneyGuide––Uses it
RightCapital (Right Capital)Uses it––
CRM
SS&C Black DiamondUses it–Uses it
Slant (Slant CRM)Uses it––
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
CalendlyUses itUses itUses it

Custodians on Form ADV: Wincap Financial LLC: Fidelity, Schwab · Rademacher Financial, Inc.: Raymond James · Equanimity Financial Partners: Schwab