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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 Atmos Advisory, LLC (swap one in):+ Financial Horizons, Inc. $190M+ Pacific Value, LLC $190M · Boise, ID+ Opulen Financial Group, LLC $171.8M · Arlington, VA+ Koob Wealth Management, LLC $171.8M · White Bear Township, MN
Pittsburgh, PA
Ellicott City, MD
Culver City, CA
Assets under management$180.9M$190M$190M
Asset growth, last 2 years+55%+31%–
Advisory staff416
Individual clients85320244
Assets per client$2.1M$594K$779K
Clients per advisor2132041
Main custodianSchwabSchwab–
Filing with the SEC since202120232026
Tools in their stack–22
People on Advicer.bio416

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

ToolAtmos Advisory, LLCBlueprint Wealth Management Inc.Altruist Advisors LLC
Financial Planning
eMoney–Uses it–
Hazel––Uses it
Custodial Platform
Altruist––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Atmos Advisory, LLC: Schwab · Blueprint Wealth Management Inc.: Schwab · Altruist Advisors LLC: none listed