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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 Mountain Inc (swap one in):+ Mark C. Huffman, CPA/RIA $117M+ Omni Financial LLC $116.9M · Madison, WI+ Rasp Wealth Solutions, LLC $105.8M+ Advisers Investment Management, Inc. $105.2M · Colorado Springs, CO
Boulder, CO
Alpharetta, GA
Assets under management$111.3M$117M$117M
Asset growth, last 2 years+92%–+190%
Advisory staff221
Individual clients12728520
Assets per client$877K$411K$5.9M
Clients per advisor6414320
Main custodian–––
Filing with the SEC since2012 or earlier20262012 or earlier
Tools in their stack52–
People on Advicer.bio231

From each firm's latest Form ADV (Dec 2025, Aug 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

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 Mountain IncGeorgia Advisory Group LLCBas Capital
CRM
LeadCenter.AI–Uses it–
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)Uses it––
Advisor Lead Gen
Financial Advisors (Plan the Possibilities)Uses it––
Financial Planning
eMoneyUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––