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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 Bush Wealth Management (swap one in):+ Bull Street Advisors $271.9M · Savannah, GA+ Parsonex Advisory Services, Inc. $271.3M · Englewood, CO+ Rm Financial Services, LLC $245.4M · Falmouth, ME+ Optimist Retirement Group, LLC $245.3M · Bellevue, WA
Valdosta, GA
Atlanta, GA
Alpharetta, GA
Assets under management$258.4M$272.8M$244.8M
Asset growth, last 2 years+64%+42%+21%
Advisory staff643
Individual clients494115187
Assets per client$523K$2.4M$1.3M
Clients per advisor822962
Main custodianSchwabRaymond JamesFidelity
Filing with the SEC since201920222014
Tools in their stack42–
People on Advicer.bio654

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

ToolBush Wealth ManagementConscious Wealth Investments, LLCIntegras Partners, LLC
CRM
HubSpotUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Bush Wealth Management: Schwab · Conscious Wealth Investments, LLC: Raymond James · Integras Partners, LLC: Fidelity