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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
Seal Beach, CA
Assets under management$191M$200.8M$201M
Asset growth, last 2 years+56%+7%–
Advisory staff342
Individual clients67443315
Assets per client$2.9M$453K$638K
Clients per advisor22111158
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212024
Tools in their stack–21
People on Advicer.bio343

From each firm's latest Form ADV (Mar 2026, Feb 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 CapitalMy Portfolio Guide, LLC
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Bowen Financial Services, LLC: Schwab · Blue Capital: Schwab · My Portfolio Guide, LLC: Schwab