Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Centered Financial (swap one in):+ Firebrand Wealth Management, LLC $78.9M · Redmond, WA+ Wealth Management Associates, Inc. $78.8M · Lincolnshire, IL+ Wasi $70.9M · Mill Valley, CA+ Skorheim Wealth Management, LLC $70.9M · Laguna Hills, CA
Carlsbad, CA
Las Vegas, NV
Orange, CA
Assets under management$75M$78.9M$71.2M
Asset growth, last 2 years–––
Advisory staff221
Individual clients1637192
Assets per client$460K$1.1M$774K
Clients per advisor823692
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack6–4
People on Advicer.bio211

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

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.

ToolCentered FinancialAbundant Wealth StrategiesKeep It Simple Financial Planning
Custodial Platform
Betterment Advisor SolutionsUses it–Uses it
Wealthscape (Fidelity)Uses it––
Financial Planning
RightCapital (Right Capital)Uses it–Uses it
FinDash––Uses it
Website Builders
Squarespace––Uses it
WixUses it––
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––