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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 Carty Financial, Inc. (swap one in):+ Lexus Wealth Management $42.3M · Omaha, NE+ Confluence Capital Advisors, LLC $42.3M+ Tailwind Wealth Management, LLC $38.2M+ Icon Financial $38.2M · Prior Lake, MN
Rapid City, SD
Assets under management$40.2M$42.3M$42.2M
Asset growth, last 2 years––−36%
Advisory staff111
Individual clients5569112
Assets per client$731K$612K$377K
Clients per advisor5569112
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack–3–
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Sep 2026, Feb 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

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.

ToolCarty Financial, Inc.Iron Mountain Financial PlanningBerg Investment Planning
Advisor Lead Gen
Fee-Only Network–Uses it–
Digital Marketing
Amplify Reviews–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–