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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 Management (swap one in):+ 5 Talents Advisors, Inc $54M · Cameron Park, CA+ Harrison Lazarus Advisors, Inc. $54M+ Balanced Plan Financial Investment Advisors, Inc. $48.8M+ Cleveland Retirement Planning LLC $48.8M · Westlake, OH
Overland Park, KS
Leawood, KS
Ellesmere Port, Cheshire
Assets under management$51.4M$54.4M$48.9M
Asset growth, last 2 years−47%–+12%
Advisory staff312
Individual clients3027175
Assets per client$170K$766K$651K
Clients per advisor1017138
Main custodianSchwab–Novia Global Limited
Filing with the SEC since202220262020
Tools in their stack4––
People on Advicer.bio112

From each firm's latest Form ADV (May 2026, Jan 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 ManagementFinancial Planning PartnersAlexander Beard (USA) Inc.
Custodial Platform
AssetMarkUses it––
Charles SchwabUses it––
CRM
SS&C Black DiamondUses it––
Financial Planning
RightCapital (Right Capital)Uses it––

Custodians on Form ADV: Aspire Wealth Management: Schwab · Financial Planning Partners: none listed · Alexander Beard (USA) Inc.: Novia Global Limited, Dentons Pension Management LTD