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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 Frankly Finances (swap one in):+ Uta LLC $214.6M · Vancouver, WA+ Kinetic Wealth Investment Advisors, LLC $214.5M · Westlake, OH+ Capital and Planning, LLC $193.9M · Jonesboro, GA+ Integrity Wealth Partners, LLC $193.9M · Walnut Creek, CA
Alpharetta, GA
Assets under management$204.2M$214.5M$214.4M
Asset growth, last 2 years+63%+34%+32%
Advisory staff175
Individual clients25372226
Assets per client$8.2M$577K$949K
Clients per advisor255345
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320222023
Tools in their stack3–1
People on Advicer.bio165

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

ToolFrankly FinancesNoblebridge WealthWealth With No Regrets®
Client File Sharing
DropboxUses it––
Digital Marketing
MailchimpUses it––
Portfolio Management
Orion––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Frankly Finances: Schwab · Noblebridge Wealth: Schwab · Wealth With No Regrets®: Schwab