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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 Chrome Advisors (swap one in):+ Read & Powell Financial Services, LLC $159.7M · Elko, NV+ Zidel Financial Inc. $159.6M · Breckenridge, CO+ Haven Capital Group $143.9M · Westlake Village, CA+ Aqua Capital Advisors $143.8M · Los Angeles, CA
San Francisco, CA
Spokane Valley, WA
Thomasville, GA
Assets under management$152M$159.7M$159.7M
Asset growth, last 2 years+51%+16%+69%
Advisory staff231
Individual clients84477313
Assets per client$1.8M$335K$510K
Clients per advisor42159313
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since202020192016
Tools in their stack9––
People on Advicer.bio231

From each firm's latest Form ADV (May 2026, Jan 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.

ToolChrome AdvisorsMoulton Wealth Management, IncWiregrass Asset Management
Client Data Gathering
Asset-MapUses it––
Client Meeting Support
JumpUses it––
Compliance
Claude for Financial AdvisorsUses it––
CRM
RedtailUses it––
Custodial Platform
Charles SchwabUses it––
Equity Compensation
GrantdUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Tax Planning
HolistiplanUses it––

Custodians on Form ADV: Chrome Advisors: Schwab · Moulton Wealth Management, Inc: Schwab · Wiregrass Asset Management: LPL Financial