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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 Denver Pwm, LLC (swap one in):+ Broadleaf Partners, LLC $551.3M · Hudson, OH+ Veridian Capital Partners $551.1M · Frederick, MD+ Jackson Financial Services, LLC $498.1M · Mt. Pleasant, SC+ Ruedi Wealth Management, Inc. $498M · Champaign, IL
Denver, CO
Lubbock, TX
Napa, CA
Assets under management$524.4M$550.9M$550.7M
Asset growth, last 2 years−10%+26%+30%
Advisory staff4194
Individual clients204748460
Assets per client$2.6M$737K$1.2M
Clients per advisor5139115
Main custodianSchwabSchwabSchwab
Filing with the SEC since20142012 or earlier2015
Tools in their stack353
People on Advicer.bio6196

From each firm's latest Form ADV (Sep 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.

ToolDenver Pwm, LLCAmicus Financial Advisors, LLCDedora Capital, Inc.
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuide–Uses it–
RightCapital (Right Capital)–Uses it–
CRM
Envestnet TamaracUses it––
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses it–Uses it
Digital Marketing
Snappy Kraken––Uses it
Email & Office Suites
Microsoft 365Uses it––
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Denver Pwm, LLC: Schwab · Amicus Financial Advisors, LLC: Schwab · Dedora Capital, Inc.: Schwab