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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 Climber Capital Sa (swap one in):+ Innovative Wealth Building LLC $657.2M · California, MD+ Thrive Capital Management, LLC $656.7M · Fort Washington, PA+ Capital Resource Management,Inc. $593.2M · Deerfield, IL+ Hogantaylor Wealth $592.8M · Tulsa, OK
Nyon, Vaud
San Antonio, TX
The Woodlands, TX
Assets under management$625.4M$657.1M$593.7M
Asset growth, last 2 years+15%+30%+28%
Advisory staff335
Individual clients92437569
Assets per client$6.8M$1.5M$1M
Clients per advisor31146114
Main custodianBanque Pictet & Cie SaSchwabFidelity
Filing with the SEC since20162012 or earlier2018
Tools in their stack–5–
People on Advicer.bio–65

From each firm's latest Form ADV (Mar 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.

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.

ToolClimber Capital SaWela Financial AdvisoryOutlook Wealth Advisors, LLC
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Climber Capital Sa: Banque Pictet & Cie Sa, Edmond De Rothschild (Suisse) Sa, Credit Suisse · Wela Financial Advisory: Schwab · Outlook Wealth Advisors, LLC: Fidelity