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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 Bcwm (swap one in):+ Tempus Wealth Planning, LLC $699.4M · Irvine, CA+ Broadview Financial Management, LLC $699.2M · Wauwatosa, WI+ Fortem Financial Group, LLC $631.9M · Palm Desert, CA+ Vizcaya Capital, LLC $631.4M · Miami, FL
Overland Park, KS
Lake Bluff, IL
Rockland, DE
Assets under management$665.2M$699.1M$698.8M
Asset growth, last 2 years+20%+33%+83%
Advisory staff828
Individual clients378136311
Assets per client$1.8M$5.1M$2.2M
Clients per advisor476839
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack––2
People on Advicer.bio7111

From each firm's latest Form ADV (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.

ToolBcwmAberdeen Wealth Management LLCGrey Fox Wealth Advisors, LLC
Performance Reporting
Addepar––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Bcwm: Schwab · Aberdeen Wealth Management LLC: Schwab · Grey Fox Wealth Advisors, LLC: Schwab