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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 Bauer Wealth Management Inc. (swap one in):+ Highpass Asset Management LLC $218.2M · Denver, CO+ Ffg Retirement Counseling $216.5M · Centennial, CO+ Frazee Investment Consulting, Inc. $195.5M · Memphis, TN+ Atcap Partners, LLC $195.5M · Rockville, MD
Colorado Springs, CO
Steamboat Springs, CO
Portland, ME
Assets under management$205.9M$217.5M$195.6M
Asset growth, last 2 years+54%+21%+15%
Advisory staff334
Individual clients160389178
Assets per client$1.3M$559K$1.1M
Clients per advisor5313045
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack411
People on Advicer.bio443

From each firm's latest Form ADV (May 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.

ToolBauer Wealth Management Inc.Callahan Capital ManagementClark & Stuart Inc
Website Builders
Squarespace––Uses it
WebflowUses it––
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
OrionUses it––
Retirement Planning
Income SolverUses it––

Custodians on Form ADV: Bauer Wealth Management Inc.: Fidelity, First Republic Bank, Millennium Trust · Callahan Capital Management: Schwab · Clark & Stuart Inc: Schwab