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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
Stuart, FL
Assets under management$361.7M$379.9M$343.3M
Asset growth, last 2 years+80%+164%+90%
Advisory staff1468
Individual clients790266435
Assets per client$458K$1.4M$789K
Clients per advisor564454
Main custodianFidelitySchwabSchwab
Filing with the SEC since202220232021
Tools in their stack––1
People on Advicer.bio1578

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

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 ManagementVictrix Investment Advisors
Digital Marketing
Mailchimp––Uses it

Custodians on Form ADV: Blue Ridge Wealth Planners: Fidelity · Burkholder Wealth Management: Schwab · Victrix Investment Advisors: Schwab