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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 Blue Ridge Wealth Planners (swap one in):+ Fortiter Wealth Management, LLC $379.9M · Houston, TX+ Optima Capital LLC $379.8M · Beaverton, OR+ Victrix Investment Advisors $343.3M · Stuart, FL+ William Howard & Co. Financial Advisors, Inc. $342.1M · Memphis, TN
Knoxville, TN
Tulsa, OK
Tucson, AZ
Assets under management$361.7M$379.9M$343.5M
Asset growth, last 2 years+80%+164%+33%
Advisory staff1467
Individual clients790266241
Assets per client$458K$1.4M$1.4M
Clients per advisor564434
Main custodianFidelitySchwabSchwab
Filing with the SEC since202220232024
Tools in their stack––1
People on Advicer.bio1577

From each firm's latest Form ADV (Mar 2026, Oct 2026, Aug 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.

ToolBlue Ridge Wealth PlannersBurkholder Wealth ManagementAttessa Capital LLC
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Blue Ridge Wealth Planners: Fidelity · Burkholder Wealth Management: Schwab · Attessa Capital LLC: Schwab