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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 Entrewealth (swap one in):+ Coordinated Financial Planning Corp $343.2M · Cincinnati, OH+ Williams & Novak Wealth Management, LLC $342.8M · Westlake Village, CA+ Mfa Wealth Services $310M · Thousand Oaks, CA+ Nri Wealth Management, LLC $309.8M · Santa Clara, CA
Olympia, WA
West Chester, PA
Assets under management$326.3M$342.7M$342.6M
Asset growth, last 2 years+87%+146%+39%
Advisory staff1085
Individual clients171808602
Assets per client$1.9M$424K$569K
Clients per advisor17101120
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420212019
Tools in their stack–32
People on Advicer.bio2076

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

ToolEntrewealthCapstone Investment GroupBallast Financial Advisors, LLC
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Entrewealth: Schwab · Capstone Investment Group: Schwab · Ballast Financial Advisors, LLC: Schwab