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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):+ Mok Financial Planning & Tax, Inc. $54M · Millis, MA+ 5 Talents Advisors, Inc $54M · Cameron Park, CA+ Alexander Beard (USA) Inc. $48.9M · Ellesmere Port, Cheshire+ Balanced Plan Financial Investment Advisors, Inc. $48.8M
Overland Park, KS
Leawood, KS
Assets under management$51.4M$54.4M$54M
Asset growth, last 2 years−47%––
Advisory staff312
Individual clients3027133
Assets per client$170K$766K$1.6M
Clients per advisor1017117
Main custodianSchwab––
Filing with the SEC since202220262026
Tools in their stack4––
People on Advicer.bio112

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 PartnersHarrison Lazarus Advisors, 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 · Harrison Lazarus Advisors, Inc.: none listed