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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):+ Curat Global LLC $117.5M+ 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
Manchester, MO
Assets under management$111.9M$119.4M$119M
Asset growth, last 2 years+13%+384%+50%
Advisory staff751
Individual clients76623059
Assets per client$146K$519K$2M
Clients per advisor1094659
Main custodianSchwabSchwabFidelity
Filing with the SEC since202220212013
Tools in their stack––2
People on Advicer.bio751

From each firm's latest Form ADV (Aug 2026, Apr 2026, Sep 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 WealthVirtus Financial GroupFama Fiduciary Wealth LLC
Custodial Platform
Wealthscape (Fidelity)––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Compass Wealth: Schwab, Fidelity · Virtus Financial Group: Schwab · Fama Fiduciary Wealth LLC: Fidelity