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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):+ Bas Capital $117M+ Mark C. Huffman, CPA/RIA $117M+ Rasp Wealth Solutions, LLC $105.8M+ Advisers Investment Management, Inc. $105.2M · Colorado Springs, CO
Boulder, CO
Alpharetta, GA
Madison, WI
Assets under management$111.3M$117M$116.9M
Asset growth, last 2 years+92%––
Advisory staff221
Individual clients127285526
Assets per client$877K$411K$222K
Clients per advisor64143526
Main custodian––LPL Financial
Filing with the SEC since2012 or earlier20262024
Tools in their stack52–
People on Advicer.bio231

From each firm's latest Form ADV (Dec 2025, Aug 2026, Jan 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 Mountain IncGeorgia Advisory Group LLCOmni Financial LLC
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––

Custodians on Form ADV: Financial Mountain Inc: none listed · Georgia Advisory Group LLC: none listed · Omni Financial LLC: LPL Financial