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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 Bowen Financial Services, LLC (swap one in):+ Stride Investments, LLC $200.9M · Chicago, IL+ Farrell Financial $200.6M · Orchard Park, NY+ Balanced Financial Planning, Inc. $181.3M · Overland Park, KS+ Rutherford Asset Planning, Inc. $181.3M · Tampa, FL
Midlothian, VA
Omaha, NE
Charlotte, NC
Assets under management$191M$200.8M$181.3M
Asset growth, last 2 years+56%+7%+47%
Advisory staff341
Individual clients67443114
Assets per client$2.9M$453K$1.6M
Clients per advisor22111114
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212024
Tools in their stack–23
People on Advicer.bio342

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

ToolBowen Financial Services, LLCBlue CapitalFront Porch Financial Advisory
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon–Uses itUses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Bowen Financial Services, LLC: Schwab · Blue Capital: Schwab · Front Porch Financial Advisory: Schwab, Voya Retirement Advisors, LLC