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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 Appaloosa Wealth Management LLC (swap one in):+ Stewardship Wealth Advisors $93.1M · Phoenix, AZ+ Argenta Wealth Management $93M · North Little Rock, AR+ Proprietor Wealth Management Inc. $84.2M · Larkspur, CA+ Akm Advisory $84.1M · Edina, MN
Independence, OH
Woodmere, OH
Grand Rapids, MI
Assets under management$88.6M$93.5M$93.1M
Asset growth, last 2 years––+1,188%
Advisory staff115
Individual clients65119326
Assets per client$1.4M$786K$285K
Clients per advisor6511965
Main custodian––Schwab
Filing with the SEC since202620262024
Tools in their stack341
People on Advicer.bio115

From each firm's latest Form ADV (Mar 2026, Jul 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.

ToolAppaloosa Wealth Management LLCTranscend WealthWealthspan Investment Management, LLC
CRM
HubSpot–Uses it–
SS&C Black Diamond–Uses it–
Financial Planning
eMoneyUses it––
Envestnet MoneyGuide–Uses it–
Custodial Platform
Charles SchwabUses itUses it–
Digital Marketing
Snappy KrakenUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Appaloosa Wealth Management LLC: none listed · Transcend Wealth: none listed · Wealthspan Investment Management, LLC: Schwab