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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 Abound Financial (swap one in):+ Confidence Wealth Management, Inc. $454.1M · Los Angeles, CA+ Rba Wealth Management, LLC $452.1M · Newport Beach, CA+ United Wealth Management, LLC $406.6M+ Tumwater Wealth Management, LLC $406.6M · Boise, ID
Granite Bay, CA
Fresno, CA
Los Angeles, CA
Assets under management$428M$451.2M$450.9M
Asset growth, last 2 years+21%+29%+31%
Advisory staff2232
Individual clients5258901,453
Assets per client$815K$507K$310K
Clients per advisor26344545
Main custodianLPL FinancialSchwabFidelity
Filing with the SEC since20232012 or earlier2020
Tools in their stack214
People on Advicer.bio3232

From each firm's latest Form ADV (Oct 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.

ToolAbound FinancialPrivate Wealth AdvisorsKinetic Investment Management, Inc.
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)Uses it––
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Abound Financial: LPL Financial · Private Wealth Advisors: Schwab · Kinetic Investment Management, Inc.: Fidelity