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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+ Attessa Capital LLC $343.5M · Tucson, AZ+ William Howard & Co. Financial Advisors, Inc. $342.1M · Memphis, TN
Knoxville, TN
Tulsa, OK
Greenville, SC
Assets under management$361.7M$379.9M$380.3M
Asset growth, last 2 years+80%+164%+34%
Advisory staff1463
Individual clients790266243
Assets per client$458K$1.4M$1.6M
Clients per advisor564481
Main custodianFidelitySchwab–
Filing with the SEC since202220232012 or earlier
Tools in their stack–––
People on Advicer.bio1573

From each firm's latest Form ADV (Mar 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: Blue Ridge Wealth Planners: Fidelity · Burkholder Wealth Management: Schwab · Goepper Burkhardt LLC: none listed