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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 Bastion Fiduciary (swap one in):+ Lmpg Wealth Advisors, LLC $131.7M · Miami, FL+ Imprint Wealth LLC $131.6M · Mount Pleasant, SC+ Tcn Private Wealth Management LLC $119M+ Capital Allocation Management, Inc $118.8M · Totowa, NJ
San Rafael, CA
Richardson, TX
Assets under management$125.2M$131.6M$118.8M
Asset growth, last 2 years–+316%+8%
Advisory staff612
Individual clients23554264
Assets per client$533K$2.4M$450K
Clients per advisor3954132
Main custodian–SchwabEtc Brokerage Services, LLC
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio611

From each firm's latest Form ADV (Oct 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.

ToolBastion FiduciaryAwr Investment Management, LLCLd Lowe Wealth Advisory
Portfolio Management
Orion––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Bastion Fiduciary: none listed · Awr Investment Management, LLC: Schwab · Ld Lowe Wealth Advisory: Etc Brokerage Services, LLC, Allianz Life Financial Services, LLC