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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 Fort Henry Capital, LLC (swap one in):+ Blueprint Partners LLC $292.9M · Traverse City, MI+ Hemming& Wealth Management, Inc. $292.6M · Traverse City, MI+ Wyze Wealth Advisors, LLC $264.5M · Canonsburg, PA+ Wilon Wealth Management $264.1M · Urbandale, IA
Wheeling, WV
Boulder, CO
Beaverton, OR
Assets under management$278.5M$292.9M$264.2M
Asset growth, last 2 years+25%+34%+63%
Advisory staff245
Individual clients466203272
Assets per client$598K$1.4M$971K
Clients per advisor2335154
Main custodianSchwabSchwabSchwab
Filing with the SEC since201320202021
Tools in their stack–33
People on Advicer.bio252

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.

ToolFort Henry Capital, LLCKilterhowling LLCRoi Financial
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Portfolio Management
Orion–Uses it–
Tax Planning
ProConnect––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Fort Henry Capital, LLC: Schwab · Kilterhowling LLC: Schwab, Fidelity · Roi Financial: Schwab