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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):+ Financial Management Network Inc $2.14B · Mission Viejo, CA+ Coastedge Partners, LLC $2.14B · San Diego, CA+ Rebalance LLC $1.93B · Palo Alto, CA+ Fourthought Financial Partners, LLC. $1.93B · Venice, FL
Kansas City, MO
El Dorado Hills, CA
Redmond, WA
Assets under management$2.04B$2.14B$2.14B
Asset growth, last 2 years+41%+7%+138%
Advisory staff61612
Individual clients5111,389915
Assets per client$4M$1.5M$2.3M
Clients per advisor858776
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack1–3
People on Advicer.bio71918

From each firm's latest Form ADV (Aug 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 AdvisorsPrivate Advisory
Client File Sharing
Box––Uses it
CRM
Envestnet TamaracUses it––
Portfolio Management
Orion––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Atwood & Palmer, Inc.: Fidelity · Van Hulzen Financial Advisors: Schwab, Northern Trust · Private Advisory: Schwab