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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 2260 West (swap one in):+ Derks Financial, LLC $80M · Lees Summit, MO+ Nardene Wealth Management Inc $80M · Brentwood, CA+ Trasatti Wealth Planning, LLC $72.3M · Baltimore, MD+ Dobson Asset Management LLC $72M · Portland, OR
Bend, OR
Grants Pass, OR
Metairie, LA
Assets under management$76.2M$80M$72.3M
Asset growth, last 2 years––+52%
Advisory staff423
Individual clients4315484
Assets per client$1.8M$520K$861K
Clients per advisor117728
Main custodian––Schwab
Filing with the SEC since202620262019
Tools in their stack141
People on Advicer.bio422

From each firm's latest Form ADV (Jan 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

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.

Tool2260 WestRogue Advisors, LLCPlanning Associates Wealth Management, LLC
Custodial Platform
Altruist–Uses it–
Axos–Uses it–
Client Data Gathering
Jotform–Uses it–
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoneyUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: 2260 West: none listed · Rogue Advisors, LLC: none listed · Planning Associates Wealth Management, LLC: Schwab