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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 Br Wealth Management (swap one in):+ Archway Wealth Management, LLC $345.7M · Kirkwood, MO+ Continuum Wealth Advisors, LLC $345.6M · Saratoga Springs, NY+ Aspen Wealth Strategies, LLC $312.2M · Arvada, CO+ Topel & Distasi Wealth Management, LLC $312.1M · Berkeley, CA
Boise, ID
Eagle, ID
Pewaukee, WI
Assets under management$328.8M$345.8M$345.3M
Asset growth, last 2 years+27%+52%+53%
Advisory staff535
Individual clients328266283
Assets per client$1M$1.3M$1.2M
Clients per advisor668957
Main custodianSchwabSchwab–
Filing with the SEC since20202012 or earlier2023
Tools in their stack311
People on Advicer.bio535

From each firm's latest Form ADV (Apr 2026, Feb 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.

ToolBr Wealth ManagementArcadia Investment Advisors, LLCFortress Planning Group
CRM
Envestnet Tamarac–Uses it–
Financial Planning
Envestnet MoneyGuideUses it––
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: Br Wealth Management: Schwab · Arcadia Investment Advisors, LLC: Schwab · Fortress Planning Group: none listed