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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):+ Arta Finance $153.4M · Mountain View, CA+ 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
Phoenix, AZ
Assets under management$146M$153.4M$153.5M
Asset growth, last 2 years–+12%+52%
Advisory staff232
Individual clients158180129
Assets per client$924K$852K$1.2M
Clients per advisor796065
Main custodian–SchwabFidelity
Filing with the SEC since20242012 or earlier2020
Tools in their stack313
People on Advicer.bio232

From each firm's latest Form ADV (Feb 2026, Mar 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 ManagementWise Wealth Partners, LLC
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoneyUses it–Uses it
Planning Light
Advyzon––Uses 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 · Wise Wealth Partners, LLC: Fidelity, TIAA-Cref Individual & Institutional Services, LLC