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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 Wealth (swap one in):+ Fama Fiduciary Wealth LLC $119M · Manchester, MO+ Willamette Financial Advisors, LLC $117.5M · Portland, OR+ Dillow Wealth Management LLC $106.3M · Oak Brook, IL+ Delta Wealth Solutions, LLC $105.8M · North Kansas City, MO
St. Louis, MO
Olivette, MO
Assets under management$111.9M$119.4M$117.5M
Asset growth, last 2 years+13%+384%−22%
Advisory staff751
Individual clients76623013
Assets per client$146K$519K$9M
Clients per advisor1094613
Main custodianSchwabSchwabLedyard National Bank
Filing with the SEC since202220212018
Tools in their stack–––
People on Advicer.bio75–

From each firm's latest Form ADV (Aug 2026, Apr 2026, Jan 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Compass Wealth: Schwab, Fidelity · Virtus Financial Group: Schwab · Curat Global LLC: Ledyard National Bank