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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 Atlas Brown (swap one in):+ Rowland Miller + Partners LLC $635.9M · Atlanta, GA+ Hilltop Wealth Advisors, LLC $635.5M · Chapel Hill, NC+ Keidan Financial Consultants LLC $574.9M · Columbus, OH+ Curtis Advisory Group, LLC $573.7M · Santa Barbara, CA
Louisville, KY
Glastonbury, CT
Boise, ID
Assets under management$605.2M$635.8M$573.9M
Asset growth, last 2 years+33%+54%+75%
Advisory staff643
Individual clients440290217
Assets per client$1.4M$2.2M$2.6M
Clients per advisor737372
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack––5
People on Advicer.bio743

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

ToolAtlas BrownEmpower Financial Advisory, LLCBerkeley, Inc
Client File Sharing
ShareFile––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Atlas Brown: Fidelity · Empower Financial Advisory, LLC: Fidelity · Berkeley, Inc: Schwab