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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 E6 Portfolios (swap one in):+ Research Financial Strategies $251.6M · Rockville, MD+ Talisman Wealth Advisors, LLC $251.3M · Mountainside, NJ+ Review Services Inc $227.4M · Brookfield, WI+ Successful Money Strategies Inc $227.1M · Fall River, MA
Midvale, UT
Flower Mound, TX
Golden, CO
Assets under management$239.4M$251.5M$227.2M
Asset growth, last 2 years–+115%+33%
Advisory staff334
Individual clients781169169
Assets per client$306K$1.5M$1.3M
Clients per advisor2605642
Main custodianFidelitySchwabSchwab
Filing with the SEC since202320232023
Tools in their stack––2
People on Advicer.bio334

From each firm's latest Form ADV (Mar 2026, Apr 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.

ToolE6 PortfoliosRiverchase Wealth Management, LLCGilpin Wealth Management LLC
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: E6 Portfolios: Fidelity · Riverchase Wealth Management, LLC: Schwab · Gilpin Wealth Management LLC: Schwab, Interactive Brokers