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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 Family Wealth Partners, LLC (swap one in):+ Northbridge Financial Group, LLC $413.1M · Tampa, FL+ Aletheian Wealth Advisors LLC $412.5M · Bellevue, WA+ Richard W. Paul & Associates, LLC $372.8M · Novi, MI+ Hibernia Wealth Partners, LLC $372.5M · Baton Rouge, LA
Matthews, NC
Asheville, NC
Seattle, WA
Assets under management$392.4M$412.3M$412.2M
Asset growth, last 2 years+87%+70%+10%
Advisory staff824
Individual clients266148207
Assets per client$1.5M$2.8M$2M
Clients per advisor337452
Main custodianSchwabSchwabPershing
Filing with the SEC since202120162012 or earlier
Tools in their stack1––
People on Advicer.bio723

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

ToolFamily Wealth Partners, LLCAltamont Capital ManagementLakeside Advisors Inc
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Family Wealth Partners, LLC: Schwab · Altamont Capital Management: Schwab, Mid Atlantic Trust Company · Lakeside Advisors Inc: Pershing