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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 Wealth Management, LLC (swap one in):+ Clear Harbor Asset Management, LLC $2.05B · Stamford, CT+ Sofi Wealth LLC $2.05B · San Francisco, CA+ Granite Investment Partners, LLC $1.84B · El Segundo, CA+ RIA Advisors $1.84B · Houston, TX
Franklin, TN
Houston, TX
Assets under management$1.95B$2.05B$2.05B
Asset growth, last 2 years+83%+60%+22%
Advisory staff261424
Individual clients9144141,242
Assets per client$2.1M$4.9M$1.7M
Clients per advisor353052
Main custodianFidelityFidelitySchwab
Filing with the SEC since201620182012 or earlier
Tools in their stack4–2
People on Advicer.bio161123

From each firm's latest Form ADV (Sep 2026, Mar 2026, Feb 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 Wealth Management, LLCInscription Capital, LLCNatural Investments
CRM
Envestnet TamaracUses it––
HubSpotUses it––
Custodial Platform
Charles SchwabUses it–Uses it
Wealthscape (Fidelity)Uses it––
Financial Planning
Envestnet MoneyGuide––Uses it

Custodians on Form ADV: Abound Wealth Management, LLC: Fidelity, Schwab · Inscription Capital, LLC: Fidelity, Schwab · Natural Investments: Schwab