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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 Financial Concepts (swap one in):+ Ab2 Capital Partners LLC $1.15B · Hollywood, FL+ Financial Partners Group, Inc. $1.15B · Overland Park, KS+ Banyan Tree Asset Management, LLC $1.03B · Torrance, CA+ Watts Gwilliam & Company, LLC $1.03B · Gilbert, AZ
Columbus, MS
San Francisco, CA
Spencer, IA
Assets under management$1.09B$1.15B$1.03B
Asset growth, last 2 years+43%+26%+44%
Advisory staff3414
Individual clients2,5181372,085
Assets per client$432K$8.4M$495K
Clients per advisor83934149
Main custodianCapital Bank and Trust CompanySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack112
People on Advicer.bio4721

From each firm's latest Form ADV (Jun 2026, Mar 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.

ToolFinancial ConceptsAtlas Capital Advisors Inc.Northwest Wealth Management, LLC
CRM
HubSpot––Uses it
Portfolio Management
OrionUses it–Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Financial Concepts: Capital Bank and Trust Company · Atlas Capital Advisors Inc.: Schwab, Interactive Brokers · Northwest Wealth Management, LLC: Schwab