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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):+ The Scott S. James Company $139.4M · Falls Church, VA+ Beyond Wealth Management Group, LLC $139.4M · New Paltz, NY+ Breakthru Advisory Services, LLC $125.7M · Muskego, WI+ Oak Street Investments $125.5M · Greenwood Village, CO
Clayton, MO
Boulder, CO
Assets under management$132.5M$139.3M$139.3M
Asset growth, last 2 years+19%–+26%
Advisory staff132
Individual clients3816247
Assets per client$3.5M$860K$3M
Clients per advisor385424
Main custodianSchwabPershingFidelity
Filing with the SEC since201520242020
Tools in their stack133
People on Advicer.bio112

From each firm's latest Form ADV (Mar 2026, Feb 2026, May 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 ManagementLane Generational LLC
Custodial Platform
NetX360 (Pershing)–Uses it–
Wealthscape (Fidelity)––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon–Uses itUses 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 · Lane Generational LLC: Fidelity