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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 Attainable Wealth (swap one in):+ Epona Financial Solutions $48.5M+ Sutro Advisors $48.5M+ Busbee Wealth Advisors LLC $43.8M · Cedar Rapids, IA+ Hussmen Financial $43.8M · Midlothian, VA
Assets under management$46.1M$48.5M$43.8M
Asset growth, last 2 years–––
Advisory staff211
Individual clients433031
Assets per client$1.1M$1.6M$1.4M
Clients per advisor223031
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–18–
People on Advicer.bio222

From each firm's latest Form ADV (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.

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.

ToolAttainable WealthAlphaglider LLCK.w. Andersen Investment Group, LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Client Meeting Support
Fathom–Uses it–
Client Texting
CurrentClient–Uses it–
Communications Archiving/Monitoring
Global Relay–Uses it–
Community Platforms
Skool–Uses it–
Compliance
Red Oak Compliance Solutions–Uses it–
CRM
Wealthbox–Uses it–
Digital Marketing
Mailchimp–Uses it–
E-Signature
DocuSign–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Investment Data/Analytics
Koyfin–Uses it–
Password Management
1Password–Uses it–
Phone & VoIP
Zoom Phone–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Acuity Scheduling–Uses it–
Trading/Rebalancing
iRebal–Uses it–
Website Builders
Squarespace–Uses it–