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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 Balanced Financial Planning, Inc. (swap one in):+ Dynamic Wealth Strategies, LLC $190.7M · Granite Bay, CA+ Masus Financial Group, LTD. $190.6M · Batavia, IL+ Larsen Wealth Management $172.2M · El Dorado Hills, CA+ Nexwealth LLC $172.2M · Palm Beach Gardens, FL
Overland Park, KS
Greenwood Village, CO
Denver, CO
Assets under management$181.3M$190.5M$190.4M
Asset growth, last 2 years+37%+44%−2%
Advisory staff120
Individual clients80219199
Assets per client$2.3M$870K$957K
Clients per advisor80110–
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20212016
Tools in their stack3–1
People on Advicer.bio125

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

ToolBalanced Financial Planning, Inc.Wisdom Wealth StrategiesVanguard Capital
Custodial Platform
Wealthscape (Fidelity)Uses it––
Digital Marketing
Snappy KrakenUses it–Uses it
Planning Light
AdvyzonUses it––

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