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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 Foresee Wealth Advisors (swap one in):+ Wise Wealth Partners, LLC $153.5M · Phoenix, AZ+ Steve Lynch Wealth Management $153.4M · Albuquerque, NM+ Marchand Faries Financial Management, Inc. $138.7M+ Johnson & Shute Investment Advisors, Inc. $137.3M · Bellevue, WA
Bellevue, WA
Provo, UT
Mountain View, CA
Assets under management$146M$153.4M$153.4M
Asset growth, last 2 years–+12%+14%
Advisory staff2318
Individual clients1581801,043
Assets per client$924K$852K$147K
Clients per advisor796058
Main custodian–SchwabPershing
Filing with the SEC since20242012 or earlier2022
Tools in their stack31–
People on Advicer.bio234

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

ToolForesee Wealth AdvisorsParagon Wealth ManagementArta Finance
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Foresee Wealth Advisors: none listed · Paragon Wealth Management: Schwab · Arta Finance: Pershing