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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 Baring Financial LLC (swap one in):+ Para Wealth Advisors, Inc. $221M · Camas, WA+ Equitycompass Investment Management, LLC $220.9M · Baltimore, MD+ Ia Network, LLC $199.5M · Charlotte, NC+ Capital Asset Management, Inc. $199.5M · Columbus, OH
Bellingham, WA
Seattle, WA
Pittsburgh, PA
Assets under management$210.3M$222M$199.6M
Asset growth, last 2 years+91%+54%+32%
Advisory staff223
Individual clients483173205
Assets per client$435K$1.3M$974K
Clients per advisor2428768
Main custodianPershing–Schwab
Filing with the SEC since202120212012 or earlier
Tools in their stack–11
People on Advicer.bio2–3

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

ToolBaring Financial LLCMangan Wealth ManagementKapusta Financial Group
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Baring Financial LLC: Pershing, Schwab · Mangan Wealth Management: none listed · Kapusta Financial Group: Schwab