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 Fas Wealth Partners, Inc. (swap one in):+ Nordwand Advisors $3.97B · Radnor, PA+ Team Hewins, LLC $3.97B · Foster City, CA+ Venturi Private Wealth $3.58B · Boise, ID+ Abacus Wealth Partners $3.58B · Santa Monica, CA
Leawood, KS
Leawood, KS
Buffalo, NY
Assets under management$3.78B$4.16B$3.59B
Asset growth, last 2 years+60%+80%+89%
Advisory staff203312
Individual clients1,5244,7482,094
Assets per client$2.5M$877K$1.7M
Clients per advisor76144175
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack442
People on Advicer.bio2332514

From each firm's latest Form ADV (Feb 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.

ToolFas Wealth Partners, Inc.Cetera Planning PartnersCourier Capital, LLC
Custodial Platform
Charles SchwabUses itUses it–
AdviceWorks–Uses it–
Wealthscape (Fidelity)Uses it––
CRM
Envestnet TamaracUses it––
SS&C Black Diamond–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
Orion–Uses it–

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