Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Empower Wealth Management (swap one in):+ Redbud Advisors $367.8M · Austin, TX+ Tull Financial Group, Inc. $367.1M · Chesapeake, VA+ Gen Financial Management Inc. $331.8M · Plymouth, MN+ Fluent Financial, LLC $329.7M · Dallas, TX
Cedar Park, TX
Fort Worth, TX
Lehi, UT
Assets under management$349.3M$368.2M$367.1M
Asset growth, last 2 years+139%+47%+61%
Advisory staff893
Individual clients551464100
Assets per client$634K$794K$3.7M
Clients per advisor695233
Main custodianSchwabSchwabSchwab
Filing with the SEC since20202012 or earlier2022
Tools in their stack2–5
People on Advicer.bio882

From each firm's latest Form ADV (Aug 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.

ToolEmpower Wealth ManagementOverridge Wealth AdvisorsSwitchpoint Financial Planning LLC
CRM
HubSpot––Uses it
LeadCenter.AIUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Performance Reporting
OrionUses it––
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Empower Wealth Management: Schwab · Overridge Wealth Advisors: Schwab · Switchpoint Financial Planning LLC: Schwab