Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Kinetic Investment Management, Inc. $450.9M · Los Angeles, CA+ United Wealth Management, LLC $406.6M+ Tumwater Wealth Management, LLC $406.6M · Boise, ID
Granite Bay, CA
Fresno, CA
Newport Beach, CA
Assets under management$428M$451.2M$452.1M
Asset growth, last 2 years+21%+29%+46%
Advisory staff222
Individual clients525890421
Assets per client$815K$507K$1.1M
Clients per advisor263445211
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since20232012 or earlier2017
Tools in their stack212
People on Advicer.bio324

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 AdvisorsRba Wealth Management, LLC
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)Uses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Abound Financial: LPL Financial · Private Wealth Advisors: Schwab · Rba Wealth Management, LLC: Schwab