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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 Barton Financial Group LLC (swap one in):+ S.e. Thorn & Co. $26.3M+ Continuum Wealth Strategies, LLC $26.3M+ Sunrise Wealth Management, LLC $23.7M · Tucson, AZ+ Blue Ocean Wealth Management, LLC $23.7M · Clearwater, FL
Kyle, TX
Norfolk, VA
Assets under management$25M$26.3M$26.2M
Asset growth, last 2 years–––
Advisory staff221
Individual clients651732,225
Assets per client$385K$1.5M$814.4019550038789
Clients per advisor33932,225
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack22–
People on Advicer.bio22–

From each firm's latest Form ADV (Jan 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.

ToolBarton Financial Group LLCVirginia Global Asset Management, LLCWealth2b
Custodial Platform
AltruistUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace–Uses it–