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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 Custom Wealth Planners (swap one in):+ Forecast Capital Management $107.6M+ Overland Park Wealth Management LLC $107.5M · Overland Park, KS+ Metric Financial, LLC $97.2M · Simsbury, CT+ Faith Financial Advisors, Inc. $97.2M · Loveland, OH
Ankeny, IA
Bozeman, MT
Traverse City, MI
Assets under management$102.4M$107.6M$97.2M
Asset growth, last 2 years––+45%
Advisory staff321
Individual clients14915268
Assets per client$687K$708K$1.4M
Clients per advisor507668
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack512
People on Advicer.bio321

From each firm's latest Form ADV (Jan 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

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.

ToolCustom Wealth PlannersNorthfork AdvisorsFront Street Wealth Management
Website Builders
Squarespace–Uses it–
WebflowUses it––
Advisor Lead Gen
Fee-Only NetworkUses it––
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it–Uses it