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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+ L&L Partners Wealth Management, LLC $81.8M · Suffern, NY+ Long River Investment Management LLC $81.8M
Mount Pleasant, SC
Fort Mill, SC
Assets under management$86.1M$90.5M$81.3M
Asset growth, last 2 years+72%––
Advisory staff121
Individual clients30246137
Assets per client$285K$2M$594K
Clients per advisor30223137
Main custodian–––
Filing with the SEC since202120262026
Tools in their stack–74
People on Advicer.bio121

From each firm's latest Form ADV (Apr 2026, Mar 2026, Aug 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 WealthMacaulay & Associates, LLC
Custodial Platform
Charles Schwab–Uses itUses it
Altruist–Uses it–
Financial Planning
Envestnet MoneyGuide––Uses it
RightCapital (Right Capital)–Uses it–
CRM
SS&C Black Diamond––Uses it
Portfolio Management
Capitect–Uses it–
Risk Tolerance
DataPoints–Uses it–
Schedule Apps
Calendly–Uses itUses it
Website Builders
Webflow–Uses it–