Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Balanced Financial Planning, Inc. (swap one in):+ Masus Financial Group, LTD. $190.6M · Batavia, IL+ Vanguard Capital $190.4M · Denver, CO+ Nexwealth LLC $172.2M · Palm Beach Gardens, FL+ Steinberg Asset Management, LLC $172.2M · New York, NY
Overland Park, KS
Greenwood Village, CO
El Dorado Hills, CA
Assets under management$181.3M$190.5M$172.2M
Asset growth, last 2 years+37%+44%+43%
Advisory staff123
Individual clients80219120
Assets per client$2.3M$870K$1.4M
Clients per advisor8011040
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20212022
Tools in their stack3–2
People on Advicer.bio123

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

ToolBalanced Financial Planning, Inc.Wisdom Wealth StrategiesLarsen Wealth Management
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)Uses it––
Client File Sharing
Box––Uses it
Digital Marketing
Snappy KrakenUses it––
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Balanced Financial Planning, Inc.: Fidelity · Wisdom Wealth Strategies: Schwab · Larsen Wealth Management: Schwab