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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 Atwood & Palmer, Inc. (swap one in):+ Private Advisory $2.14B · Redmond, WA+ Financial Management Network Inc $2.14B · Mission Viejo, CA+ Rebalance LLC $1.93B · Palo Alto, CA+ Fourthought Financial Partners, LLC. $1.93B · Venice, FL
Kansas City, MO
El Dorado Hills, CA
San Diego, CA
Assets under management$2.04B$2.14B$2.14B
Asset growth, last 2 years+41%+7%+30%
Advisory staff6165
Individual clients5111,389131
Assets per client$4M$1.5M$16.4M
Clients per advisor858726
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–2
People on Advicer.bio71910

From each firm's latest Form ADV (Aug 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.

ToolAtwood & Palmer, Inc.Van Hulzen Financial AdvisorsCoastedge Partners, LLC
CRM
Envestnet TamaracUses it––
Performance Reporting
Addepar––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Atwood & Palmer, Inc.: Fidelity · Van Hulzen Financial Advisors: Schwab, Northern Trust · Coastedge Partners, LLC: Schwab, City National Bank, Morgan Stanley, Vanguard, Mainstar Trust