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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 Clientfirst Wealth Management, LLC (swap one in):+ Fmi $318.3M · Ardmore, OK+ Impact Investors $318.2M+ One Wealth Map, LLC $287.4M · Las Vegas, NV+ Burkholder & Associates, LLC $287.4M · Washington, DC
Little Rock, AR
Southlake, TX
Assets under management$302.8M$318.2M$318M
Asset growth, last 2 years+37%+59%+74%
Advisory staff257
Individual clients54157860
Assets per client$5.6M$2M$370K
Clients per advisor2731123
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since2012 or earlier20192023
Tools in their stack344
People on Advicer.bio257

From each firm's latest Form ADV (May 2026, Aug 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.

ToolClientfirst Wealth Management, LLCModel WealthOpenair Financial, LLC
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)––Uses it
Advisor Lead Gen
Comparison AdviserUses it––
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses itUses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Clientfirst Wealth Management, LLC: Raymond James · Model Wealth: Schwab · Openair Financial, LLC: Schwab