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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 Cfci (swap one in):+ Impact Capital Partners LLC $625.6M · Greenwood Village, CO+ Climber Capital Sa $625.4M · Nyon, Vaud+ Adams Wealth Advisors $565.8M · Logan, UT+ Googins Advisors, Inc. $565.5M · Middleton, WI
Bloomington, IN
Indianapolis, IN
Indianapolis, IN
Assets under management$595.6M$628M$634.9M
Asset growth, last 2 years+56%+11%+53%
Advisory staff2149
Individual clients1,078612377
Assets per client$552K$1M$1.7M
Clients per advisor5115342
Main custodianRaymond JamesFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–12
People on Advicer.bio1159

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

ToolCfciMeridian Investment Advisors, Inc.Northwest Financial Services Inc
Client File Sharing
ShareFile––Uses it
Performance Reporting
Addepar––Uses it
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Cfci: Raymond James · Meridian Investment Advisors, Inc.: Fidelity · Northwest Financial Services Inc: Schwab