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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 Core Planning (swap one in):+ Alliance Wealth Advisors, LLC $552M · Centerville, UT+ Global Assets Advisory, LLC $551.7M · Orlando, FL+ Clark Financial Services Group, Inc. $498.7M · Chesterfield, MO+ Kahn Brothers Advisors LLC $498.6M · New York, NY
Ofallon, MO
The Woodlands, TX
Hudson, OH
Assets under management$525M$551.4M$551.3M
Asset growth, last 2 years–+80%+34%
Advisory staff61104
Individual clients867209227
Assets per client$606K$2.6M$2.4M
Clients per advisor142157
Main custodian–SchwabSchwab
Filing with the SEC since202620212012 or earlier
Tools in their stack17–1
People on Advicer.bio6493

From each firm's latest Form ADV (Oct 2026, Jul 2026, Jun 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.

ToolCore PlanningThe SumBroadleaf Partners, LLC
CRM
HubSpot––Uses it
WealthboxUses it––
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Investment Data/Analytics
Portfolio VisualizerUses it––
Vanguard Portfolio AnalyticsUses it––
Tax Planning
HolistiplanUses it––
Wealth.comUses it––
Advice Engagement
fpPathfinderUses it––
Advisory Fee Billing
AdvicePayUses it––
Client Data Gathering
TallyUses it––
Client File Sharing
BoxUses it––
Client Texting
CurrentClientUses it––
Communications Archiving/Monitoring
GreenboardUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Project Management
NotionUses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Core Planning: none listed · The Sum: Schwab · Broadleaf Partners, LLC: Schwab