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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):+ Gerber Kawasaki Wealth & Investment Management $4.11B · Santa Monica, CA+ Thoroughbred Financial Services, LLC $4.04B · Brentwood, TN+ Provenance Wealth Advisors $3.63B · Fort Lauderdale, FL+ Steele Capital Management, Inc. $3.55B · Dubuque, IA
Cedar Rapids, IA
Hinsdale, IL
Beverly Hills, CA
Assets under management$3.84B$4.09B$3.64B
Asset growth, last 2 years+109%+61%+0%
Advisory staff2001111
Individual clients11,32792586
Assets per client$339K$4.4M$42.4M
Clients per advisor57848
Main custodian–SchwabJ.P. Morgan
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack–11
People on Advicer.bio23111–

From each firm's latest Form ADV (Mar 2026, Jun 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 WealthMozaic, LLC
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Bfc Planning, Inc.: none listed · Performance Wealth: Schwab · Mozaic, LLC: J.P. Morgan, Fiduciary Trust Company, International