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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 Bootpack Financial Partners, LLC (swap one in):+ D & T Financial Advisors, Inc. $87.4M · Concord, CA+ Bergland Wealth Management, Inc. $87.4M · Ridgeland, MS+ Branch Capital Management $79M · Holland, MI+ Mcguigan Financial, LLC $79M
Assets under management$83.2M$87.4M$87.4M
Asset growth, last 2 years––+82%
Advisory staff132
Individual clients15108323
Assets per client$5.5M$809K$270K
Clients per advisor1536162
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack24–
People on Advicer.bio122

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

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.

ToolBootpack Financial Partners, LLCRedwood MoneyGordon Carlson & Associates
CRM
HubSpotUses it––
Custodial Platform
Betterment Advisor Solutions–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses itUses it–