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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 Aspire Wealth Architects (swap one in):+ Kachkovsky & Fisher, Inc. $305.1M · San Diego, CA+ Integrity Wealth LLC $304.8M · Eugene, OR+ Intrack Investment Management, Inc. $275.7M · South Burlington, VT+ Kubhera Enterprises LLC $275.5M · Princeton, NJ
Wexford, PA
Montgomeryville, PA
Aliso Viejo, CA
Assets under management$290.3M$307.6M$275.5M
Asset growth, last 2 years+28%+9%–
Advisory staff341
Individual clients137252238
Assets per client$2.1M$1.2M$1.2M
Clients per advisor4663238
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820212024
Tools in their stack2––
People on Advicer.bio431

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

ToolAspire Wealth ArchitectsPrepared Retirement Institute LLCChallenger Wealth Management
Portfolio Management
OrionUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Aspire Wealth Architects: Schwab · Prepared Retirement Institute LLC: Schwab · Challenger Wealth Management: Schwab