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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 Clark Wealth Strategies, Inc (swap one in):+ Flying Point Asset Management LLC $55.7M+ Blend Wealth $55.7M · Indianapolis, IN+ Townsend Financial $50.3M+ Pensinger Financial, Inc. $50.3M
Omaha, NE
Austin, TX
Knoxville, TN
Assets under management$53M$55.7M$55.7M
Asset growth, last 2 years–––
Advisory staff412
Individual clients854967
Assets per client$624K$1.1M$831K
Clients per advisor214934
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack1––
People on Advicer.bio413

From each firm's latest Form ADV (May 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.

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.

ToolClark Wealth Strategies, IncMueller Wealth AdvisorsMiser Asset Management
Custodial Platform
SEIUses it––