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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 Wealth (swap one in):+ Ws Wealth Management, LLC $90.5M · Washington, VA+ Advenire Wealth Management $90.5M · Colorado Springs, CO+ Long River Investment Management LLC $81.8M+ Macaulay & Associates, LLC $81.3M · Fort Mill, SC
Mount Pleasant, SC
Suffern, NY
Assets under management$86.1M$90.5M$81.8M
Asset growth, last 2 years+72%–+40%
Advisory staff122
Individual clients3024674
Assets per client$285K$2M$1.1M
Clients per advisor3022337
Main custodian––Fidelity
Filing with the SEC since202120262017
Tools in their stack–7–
People on Advicer.bio122

From each firm's latest Form ADV (Apr 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

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 WealthInnovate WealthL&L Partners Wealth Management, LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Capitect–Uses it–
Risk Tolerance
DataPoints–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Bowen Wealth: none listed · Innovate Wealth: none listed · L&L Partners Wealth Management, LLC: Fidelity