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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 Ashworth Wealth, LLC (swap one in):+ Sara-Bay Financial Corp. $396.8M · Sarasota, FL+ Smedley Financial Services Inc $396.7M · Salt Lake City, UT+ Ridgepath Capital Management LLC $358.9M · Knoxville, TN+ Tsa Wealth Management $358.8M · Houston, TX
South Jordan, UT
Knoxville, TN
San Ramon, CA
Assets under management$377.8M$396.7M$396.9M
Asset growth, last 2 years+53%+57%+54%
Advisory staff5125
Individual clients270666352
Assets per client$1.4M$596K$1.1M
Clients per advisor545670
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720142021
Tools in their stack1–3
People on Advicer.bio5165

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

ToolAshworth Wealth, LLCVisionary Horizons, LLCNew Insight Wealth Advisors
Client File Sharing
DropboxUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Ashworth Wealth, LLC: Schwab, Voya Financial Advisors, Inc., Pershing · Visionary Horizons, LLC: Schwab · New Insight Wealth Advisors: Schwab