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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 Bfc Planning, Inc. (swap one in):+ Northwest Asset Management $4.13B · Mercer Island, WA+ Thoroughbred Financial Services, LLC $4.04B · Brentwood, TN+ Mozaic, LLC $3.64B · Beverly Hills, CA+ Steele Capital Management, Inc. $3.55B · Dubuque, IA
Cedar Rapids, IA
Hinsdale, IL
Santa Monica, CA
Assets under management$3.84B$4.09B$4.11B
Asset growth, last 2 years+109%+61%+58%
Advisory staff2001136
Individual clients11,3279259,425
Assets per client$339K$4.4M$436K
Clients per advisor5784262
Main custodian–SchwabLPL Financial
Filing with the SEC since2012 or earlier20202014
Tools in their stack–16
People on Advicer.bio2311139

From each firm's latest Form ADV (Mar 2026, Jun 2026, Jul 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.

ToolBfc Planning, Inc.Performance WealthGerber Kawasaki Wealth & Investment Management
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
LPL Financial (ClientWorks)––Uses it
Wealthscape (Fidelity)––Uses it
Portfolio Management
Orion–Uses itUses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Bfc Planning, Inc.: none listed · Performance Wealth: Schwab · Gerber Kawasaki Wealth & Investment Management: LPL Financial