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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 Fas Wealth Partners, Inc. (swap one in):+ Nordwand Advisors $3.97B · Radnor, PA+ Team Hewins, LLC $3.97B · Foster City, CA+ Courier Capital, LLC $3.59B · Buffalo, NY+ Venturi Private Wealth $3.58B · Boise, ID
Leawood, KS
Leawood, KS
Santa Monica, CA
Assets under management$3.78B$4.16B$3.58B
Asset growth, last 2 years+60%+80%+14%
Advisory staff203337
Individual clients1,5244,7481,547
Assets per client$2.5M$877K$2.3M
Clients per advisor7614442
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack445
People on Advicer.bio2332550

From each firm's latest Form ADV (Feb 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

1 tool 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.

ToolFas Wealth Partners, Inc.Cetera Planning PartnersAbacus Wealth Partners
CRM
Envestnet TamaracUses it––
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses itUses itUses it
AdviceWorks–Uses it–
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it–Uses it
Performance Reporting
Addepar––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Fas Wealth Partners, Inc.: Schwab, Fidelity · Cetera Planning Partners: Schwab, Fidelity · Abacus Wealth Partners: Schwab