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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 Clarion Wealth Management Partners (swap one in):+ Ferguson Shapiro LLC $415.2M · Decatur, GA+ Flywheel Private Wealth LLC $415M · Los Altos, CA+ Bear Mountain Capital Inc. $375M · Seattle, WA+ Strategent Financial, LLC $374.7M · Harrisonburg, VA
Fairfax, VA
Fairfax, VA
New York, NY
Assets under management$394.8M$418.2M$414.7M
Asset growth, last 2 years–+39%+17%
Advisory staff457
Individual clients411280354
Assets per client$961K$1.5M$1.2M
Clients per advisor1035651
Main custodian–FidelitySchwab
Filing with the SEC since202420222012 or earlier
Tools in their stack–46
People on Advicer.bio456

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

ToolClarion Wealth Management PartnersAspect Partners, LLCMomentum Advisors
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
Snappy Kraken–Uses it–
Investment Data/Analytics
Morningstar––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Clarion Wealth Management Partners: none listed · Aspect Partners, LLC: Fidelity · Momentum Advisors: Schwab