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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):+ Goepper Burkhardt LLC $380.3M · Greenville, SC+ Fortiter Wealth Management, LLC $379.9M · Houston, TX+ Attessa Capital LLC $343.5M · Tucson, AZ+ William Howard & Co. Financial Advisors, Inc. $342.1M · Memphis, TN
Knoxville, TN
Tulsa, OK
Beaverton, OR
Assets under management$361.7M$379.9M$379.8M
Asset growth, last 2 years+80%+164%+136%
Advisory staff1467
Individual clients790266671
Assets per client$458K$1.4M$566K
Clients per advisor564496
Main custodianFidelitySchwabSchwab
Filing with the SEC since202220232021
Tools in their stack–––
People on Advicer.bio1576

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 · Optima Capital LLC: Schwab