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):+ Corecap Advisors $3.99B · Southfield, MI+ 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
Radnor, PA
Assets under management$3.78B$4.16B$3.97B
Asset growth, last 2 years+60%+80%−4%
Advisory staff20336
Individual clients1,5244,74857
Assets per client$2.5M$877K$69.6M
Clients per advisor7614410
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack44–
People on Advicer.bio233257

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 PartnersNordwand Advisors
Custodial Platform
Charles SchwabUses itUses it–
AdviceWorks–Uses it–
Wealthscape (Fidelity)Uses it––
CRM
Envestnet TamaracUses it––
SS&C Black Diamond–Uses it–
Financial Planning
eMoneyUses it––
Portfolio Management
Orion–Uses it–

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