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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
The Woodlands, TX
Assets under management$632.2M$668.3M$600.2M
Asset growth, last 2 years+24%+25%+20%
Advisory staff1085
Individual clients1,097329309
Assets per client$576K$2M$1.9M
Clients per advisor1104162
Main custodianFidelitySchwabSchwab
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack–42
People on Advicer.bio1484

From each firm's latest Form ADV (Mar 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.

ToolCarlson FinancialAspyre Wealth PartnersChj Wealth Management
Behavior Assessments
ROL Advisor–Uses it–
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
Envestnet MoneyGuide–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Carlson Financial: Fidelity · Aspyre Wealth Partners: Schwab · Chj Wealth Management: Schwab