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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+ Arta Finance $153.4M · Mountain View, CA+ Marchand Faries Financial Management, Inc. $138.7M+ Johnson & Shute Investment Advisors, Inc. $137.3M · Bellevue, WA
Bellevue, WA
Provo, UT
Albuquerque, NM
Assets under management$146M$153.4M$153.4M
Asset growth, last 2 years–+12%–
Advisory staff232
Individual clients158180727
Assets per client$924K$852K$211K
Clients per advisor7960364
Main custodian–Schwab–
Filing with the SEC since20242012 or earlier2024
Tools in their stack311
People on Advicer.bio232

From each firm's latest Form ADV (Feb 2026, Mar 2026, Apr 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 ManagementSteve Lynch Wealth Management
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy Kraken––Uses 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 · Steve Lynch Wealth Management: none listed