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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+ Allen Wealth Management, LLC $664.3M · Boone, NC+ Olio Financial Planning $600.5M · Mclean, VA+ Endeavor Private Wealth, Inc. $595.3M · Topeka, KS
Topeka, KS
Overland Park, KS
Greenwood Village, CO
Assets under management$632.2M$668.3M$663.9M
Asset growth, last 2 years+24%+25%+116%
Advisory staff1085
Individual clients1,097329541
Assets per client$576K$2M$1.2M
Clients per advisor11041108
Main custodianFidelitySchwabSchwab
Filing with the SEC since20182012 or earlier2020
Tools in their stack–42
People on Advicer.bio1486

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

ToolCarlson FinancialAspyre Wealth PartnersFocused Alpha, LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
Behavior Assessments
ROL Advisor–Uses it–
CRM
Envestnet Tamarac–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: Carlson Financial: Fidelity · Aspyre Wealth Partners: Schwab · Focused Alpha, LLC: Schwab