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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):+ Wildrye Financial $90.5M · Bigfork, MT+ Advenire Wealth Management $90.5M · Colorado Springs, CO+ L&L Partners Wealth Management, LLC $81.8M · Suffern, NY+ Macaulay & Associates, LLC $81.3M · Fort Mill, SC
Mount Pleasant, SC
Washington, VA
Assets under management$86.1M$90.5M$90.5M
Asset growth, last 2 years+72%––
Advisory staff123
Individual clients3024671
Assets per client$285K$2M$1.3M
Clients per advisor3022324
Main custodian–––
Filing with the SEC since202120262026
Tools in their stack–73
People on Advicer.bio123

From each firm's latest Form ADV (Apr 2026, 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 WealthInnovate WealthWs Wealth Management, LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
NetX360 (Pershing)––Uses it
Website Builders
Webflow–Uses it–
Wix––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Capitect–Uses it–
Risk Tolerance
DataPoints–Uses it–
Schedule Apps
Calendly–Uses it–