Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Frankly Finances (swap one in):+ Uta LLC $214.6M · Vancouver, WA+ Wealth With No Regrets® $214.4M · Alpharetta, GA+ Capital and Planning, LLC $193.9M · Jonesboro, GA+ Integrity Wealth Partners, LLC $193.9M · Walnut Creek, CA
Westlake, OH
Assets under management$204.2M$214.5M$214.5M
Asset growth, last 2 years+63%+34%+50%
Advisory staff173
Individual clients25372173
Assets per client$8.2M$577K$1.2M
Clients per advisor255358
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since202320222023
Tools in their stack3––
People on Advicer.bio163

From each firm's latest Form ADV (Feb 2026, Oct 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

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.

ToolFrankly FinancesNoblebridge WealthKinetic Wealth Investment Advisors, LLC
Client File Sharing
DropboxUses it––
Digital Marketing
MailchimpUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Frankly Finances: Schwab · Noblebridge Wealth: Schwab · Kinetic Wealth Investment Advisors, LLC: LPL Financial