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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 Aperture Advisors LLC (swap one in):+ Unger Financial $16.8M+ Sullivan Retirement Resources, LLC $16.8M · Wrentham, MA+ University Financial Strategies, LLC. $15.2M · Raleigh, NC+ Ducharme Wealth Advisors, LLC $15.2M · Jenkintown, PA
Enterprise, AL
Assets under management$16M$16.8M$15.2M
Asset growth, last 2 years–––
Advisory staff111
Individual clients5912
Assets per client$3.2M$1.9M$1.3M
Clients per advisor5912
Main custodian–––
Filing with the SEC since202320262026
Tools in their stack1–4
People on Advicer.bio211

From each firm's latest Form ADV (Oct 2026, Sep 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.

ToolAperture Advisors LLCBwb Advisory GroupFactor Financial
Custodial Platform
Altruist––Uses it
Charles SchwabUses it––
Client File Sharing
Dropbox––Uses it
Retirement Planning
Income Lab––Uses it
Schedule Apps
Calendly––Uses it