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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):+ Corecap Advisors $3.99B · Southfield, MI+ Nordwand Advisors $3.97B · Radnor, PA+ Courier Capital, LLC $3.59B · Buffalo, NY+ Venturi Private Wealth $3.58B · Boise, ID
Leawood, KS
Leawood, KS
Foster City, CA
Assets under management$3.78B$4.16B$3.97B
Asset growth, last 2 years+60%+80%+59%
Advisory staff203321
Individual clients1,5244,748551
Assets per client$2.5M$877K$7.2M
Clients per advisor7614426
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack443
People on Advicer.bio2332523

From each firm's latest Form ADV (Feb 2026, Sep 2026, Jul 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 PartnersTeam Hewins, LLC
CRM
Envestnet TamaracUses it–Uses it
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses itUses it–
AdviceWorks–Uses it–
Wealthscape (Fidelity)Uses it––
Client File Sharing
Box––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 · Team Hewins, LLC: Schwab, U.S. Bank