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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+ Alexander Beard (USA) Inc. $48.9M · Ellesmere Port, Cheshire+ Balanced Plan Financial Investment Advisors, Inc. $48.8M
Overland Park, KS
Leawood, KS
Westlake, OH
Assets under management$51.4M$54.4M$48.8M
Asset growth, last 2 years−47%––
Advisory staff311
Individual clients3027160
Assets per client$170K$766K$814K
Clients per advisor1017160
Main custodianSchwab––
Filing with the SEC since202220262026
Tools in their stack4–2
People on Advicer.bio111

From each firm's latest Form ADV (May 2026, Jan 2026, Mar 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 PartnersCleveland Retirement Planning LLC
Custodial Platform
Charles SchwabUses it–Uses it
AssetMarkUses it––
CRM
SS&C Black DiamondUses it––
Email & Office Suites
Microsoft 365––Uses it
Financial Planning
RightCapital (Right Capital)Uses it––

Custodians on Form ADV: Aspire Wealth Management: Schwab · Financial Planning Partners: none listed · Cleveland Retirement Planning LLC: none listed