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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):+ Flywheel Private Wealth LLC $415M · Los Altos, CA+ Momentum Advisors $414.7M · New York, NY+ Bear Mountain Capital Inc. $375M · Seattle, WA+ St. Johns Investment Management Company, LLC $374.8M · Jacksonville, FL
Fairfax, VA
Fairfax, VA
Harrisonburg, VA
Assets under management$394.8M$418.2M$374.7M
Asset growth, last 2 years–+39%+64%
Advisory staff454
Individual clients411280134
Assets per client$961K$1.5M$2.8M
Clients per advisor1035634
Main custodian–FidelitySchwab
Filing with the SEC since202420222017
Tools in their stack–4–
People on Advicer.bio454

From each firm's latest Form ADV (Mar 2026, Apr 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, LLCStrategent Financial, LLC
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney–Uses it–

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