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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+ Ballast Financial Advisors, LLC $342.6M · West Chester, PA+ Mfa Wealth Services $310M · Thousand Oaks, CA+ Nri Wealth Management, LLC $309.8M · Santa Clara, CA
Olympia, WA
Westlake Village, CA
Assets under management$326.3M$342.7M$342.8M
Asset growth, last 2 years+87%+146%+44%
Advisory staff1084
Individual clients171808275
Assets per client$1.9M$424K$1.2M
Clients per advisor1710169
Main custodianSchwabSchwab–
Filing with the SEC since202420212023
Tools in their stack–33
People on Advicer.bio2075

From each firm's latest Form ADV (Oct 2026, Sep 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 GroupWilliams & Novak Wealth Management, LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Entrewealth: Schwab · Capstone Investment Group: Schwab · Williams & Novak Wealth Management, LLC: none listed