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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 Allen Capital Management, LLC (swap one in):+ Smart Portfolios, LLC $210.3M · Lake Forest Park, WA+ Macroclimate LLC $210.1M+ Financial Horizons, Inc. $190M+ Blueprint Wealth Management Inc. $190M · Ellicott City, MD
Vancouver, WA
Bellingham, WA
Boise, ID
Assets under management$200M$210.3M$190M
Asset growth, last 2 years+12%+91%+22%
Advisory staff223
Individual clients109483162
Assets per client$1.8M$435K$1.2M
Clients per advisor5524254
Main custodian–Pershing–
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack2––
People on Advicer.bio223

From each firm's latest Form ADV (Aug 2026, Feb 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.

ToolAllen Capital Management, LLCBaring Financial LLCPacific Value, LLC
CRM
Envestnet TamaracUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Allen Capital Management, LLC: none listed · Baring Financial LLC: Pershing, Schwab · Pacific Value, LLC: none listed