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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 Bauman Wealth Advisors (swap one in):+ Strategic Retirement Advisors, LLC $216.9M · Elk Grove, CA+ Etre LLC $216.8M · Cambridge, MA+ Hummer Financial Advisory Services Inc $196.1M+ Frazier Financial Consultants, LLC $196M · Chapel Hill, NC
Las Vegas, NV
Exeter, NH
Lake Zurich, IL
Assets under management$206.4M$216.8M$196.1M
Asset growth, last 2 years–+33%+31%
Advisory staff821
Individual clients49193128
Assets per client$420K$2.3M$1.5M
Clients per advisor6147128
Main custodianSchwabPershingFidelity
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio521

From each firm's latest Form ADV (May 2026, Sep 2026, Oct 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Bauman Wealth Advisors: Schwab, Pershing · Ledgewood Wealth Advisors, LLC: Pershing · Trueman Brown: Fidelity