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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 Brio Financial Planning (swap one in):+ Independent Financial Planning $45.6M+ Altior Capital $45.6M · Winter Park, FL+ Rb Salzman Wealth Management, LLC $41.3M+ Sg Wealth Managers LLC $41.1M · Scottsdale, AZ
Prescott, AZ
Scottsdale, AZ
Scottsdale, AZ
Assets under management$43.4M$45.7M$41.2M
Asset growth, last 2 years–––
Advisory staff112
Individual clients2724174
Assets per client$1.6M$1.9M$237K
Clients per advisor272487
Main custodian–Schwab–
Filing with the SEC since202620242026
Tools in their stack–12
People on Advicer.bio112

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

ToolBrio Financial PlanningWealthstone Private Wealth Management, LLCQuantumvest, Inc.
Custodial Platform
Charles Schwab––Uses it
Interactive Brokers––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Brio Financial Planning: none listed · Wealthstone Private Wealth Management, LLC: Schwab · Quantumvest, Inc.: none listed