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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+ Delta Advisory Group, Inc. $216.3M · Maitland, FL+ Clark & Stuart Inc $195.6M · Portland, ME+ Frazee Investment Consulting, Inc. $195.5M · Memphis, TN
Colorado Springs, CO
Steamboat Springs, CO
Centennial, CO
Assets under management$205.9M$217.5M$216.5M
Asset growth, last 2 years+54%+21%+23%
Advisory staff332
Individual clients160389156
Assets per client$1.3M$559K$1.4M
Clients per advisor5313078
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack41–
People on Advicer.bio442

From each firm's latest Form ADV (May 2026, Mar 2026, Feb 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 ManagementFfg Retirement Counseling
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
OrionUses it––
Retirement Planning
Income SolverUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Bauer Wealth Management Inc.: Fidelity, First Republic Bank, Millennium Trust · Callahan Capital Management: Schwab · Ffg Retirement Counseling: Schwab