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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 Foundation Wealth Planning (swap one in):+ Plan Wise Wealth Group, LLC $8.2M · Indianapolis, IN+ Meyerowitz Investment Management $8.2M+ Fintelect Am, LLC $7.4M+ Private Client Services Group, LLC $7.4M
Salina, KS
Franklin, IN
Assets under management$7.8M$8.2M$8.2M
Asset growth, last 2 years–−43%–
Advisory staff113
Individual clients273435
Assets per client$289K$242K$235K
Clients per advisor273412
Main custodian–––
Filing with the SEC since202620142026
Tools in their stack––2
People on Advicer.bio113

From each firm's latest Form ADV (Jun 2026, Sep 2026, May 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

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.

ToolFoundation Wealth PlanningNorfield Capital, LLCPillar Wealth LLC
Financial Planning
RightCapital (Right Capital)––Uses it
Website Builders
Wix––Uses it