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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 Carlson Financial (swap one in):+ Bcwm $665.2M · Overland Park, KS+ Focused Alpha, LLC $663.9M · Greenwood Village, CO+ Olio Financial Planning $600.5M · Mclean, VA+ Endeavor Private Wealth, Inc. $595.3M · Topeka, KS
Topeka, KS
Overland Park, KS
Boone, NC
Assets under management$632.2M$668.3M$664.3M
Asset growth, last 2 years+24%+25%+74%
Advisory staff1084
Individual clients1,0973291,099
Assets per client$576K$2M$604K
Clients per advisor11041275
Main custodianFidelitySchwabRaymond James
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack–41
People on Advicer.bio1484

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

ToolCarlson FinancialAspyre Wealth PartnersAllen Wealth Management, LLC
Custodial Platform
Charles Schwab–Uses it–
Raymond James––Uses it
Behavior Assessments
ROL Advisor–Uses it–
CRM
Envestnet Tamarac–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–

Custodians on Form ADV: Carlson Financial: Fidelity · Aspyre Wealth Partners: Schwab · Allen Wealth Management, LLC: Raymond James