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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 Aspect Partners, LLC (swap one in):+ Branson Fowlkes & Co Inc $439.4M · Houston, TX+ Spivak Asset Management, LLC $439.1M · Avon, CT+ Reframe Wealth, LLC $394.8M · Fairfax, VA+ Clarion Wealth Management Partners $394.8M · Fairfax, VA
Fairfax, VA
Winter Park, FL
Rockford, IL
Assets under management$418.2M$439.1M$439.2M
Asset growth, last 2 years+39%+49%+2%
Advisory staff555
Individual clients280371397
Assets per client$1.5M$1.2M$1.1M
Clients per advisor567479
Main custodianFidelityFidelityFidelity
Filing with the SEC since202220202012 or earlier
Tools in their stack4–1
People on Advicer.bio564

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

ToolAspect Partners, LLCFortress Wealth GroupBates Financial Advisors, Inc.
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Aspect Partners, LLC: Fidelity · Fortress Wealth Group: Fidelity · Bates Financial Advisors, Inc.: Fidelity