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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 Compass Financial Services (swap one in):+ Lega Z Advisory LLC $428.4M+ Abound Financial $428M · Granite Bay, CA+ Macroview Investment Management LLC $387.1M · Bethesda, MD+ Lewis Asset Management $387.1M · Lafayette, CA
West Des Moines, IA
Waterloo, IA
Orlando, FL
Assets under management$407.4M$431.7M$428.1M
Asset growth, last 2 years+41%+79%–
Advisory staff6105
Individual clients1,105894179
Assets per client$369K$483K$2.4M
Clients per advisor1848936
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since202020172023
Tools in their stack–42
People on Advicer.bio7106

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

ToolCompass Financial ServicesFsb Premier Wealth Management, Inc.Haven Private
CRM
SS&C Black Diamond–Uses itUses it
Custodial Platform
Charles Schwab–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Compass Financial Services: LPL Financial · Fsb Premier Wealth Management, Inc.: Schwab · Haven Private: Schwab