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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 Fowler Financial Management (swap one in):+ Ten Talents Asset Management $35M+ Montecito Capital Management $35M · Santa Barbara, CA+ Wbh Financial Services, LLC $31.7M · Lake Oswego, OR+ Pioneer Financial Advisors $31.6M · Praire Village, KS
Centennial, CO
Indianapolis, IN
Assets under management$33.3M$35M$31.7M
Asset growth, last 2 years−30%––
Advisory staff212
Individual clients383563
Assets per client$877K$1M$503K
Clients per advisor193532
Main custodian–––
Filing with the SEC since2012 or earlier20262025
Tools in their stack–3–
People on Advicer.bio212

From each firm's latest Form ADV (Mar 2026, May 2026, May 2025). 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

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.

ToolFowler Financial ManagementSimply StewardVertical Wealth, LLC
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–