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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 Clarity Financial Planners (swap one in):+ Beyond Wealth Management Group, LLC $139.4M · New Paltz, NY+ Lane Generational LLC $139.3M+ Oak Street Investments $125.5M · Greenwood Village, CO+ Lone Peak Advisers $125.4M · Draper, UT
Clayton, MO
Boulder, CO
Muskego, WI
Assets under management$132.5M$139.3M$125.7M
Asset growth, last 2 years+19%––
Advisory staff132
Individual clients3816221
Assets per client$3.5M$860K$6M
Clients per advisor385411
Main custodianSchwabPershingSchwab
Filing with the SEC since201520242024
Tools in their stack131
People on Advicer.bio112

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

ToolClarity Financial PlannersSnowball Wealth ManagementBreakthru Advisory Services, LLC
Custodial Platform
NetX360 (Pershing)–Uses it–
Financial Planning
eMoney––Uses it
Planning Light
Advyzon–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Clarity Financial Planners: Schwab, TIAA, Altruist · Snowball Wealth Management: Pershing, Schwab, U.S. Bank · Breakthru Advisory Services, LLC: Schwab