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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 Capitalwize, LLC (swap one in):+ Retirement Planners $290K · El Segundo, CA+ Houndstooth Investment Management $287K+ Millennial Financial Planning $256K+ Hill and Labarre Wealth Management $253K
Atlanta, GA
Sherman Oaks, CA
Assets under management$272K$288K$254K
Asset growth, last 2 years–––
Advisory staff811
Individual clients10101,230
Assets per client$3K–$206.5479674796748
Clients per advisor13–1,230
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack2––
People on Advicer.bio811

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

ToolCapitalwize, LLCGold Path Investment GroupMostt Inc.
Custodial Platform
AltruistUses it––
Financial Planning
RightCapital (Right Capital)Uses it––