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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 Freestate Advisors LLC (swap one in):+ Apex Wealth Management, LLC $191.1M · Bedford, NH+ Drh Investments, Inc. $191M · Thousand Oaks, CA+ Liberty Asset Management, Inc. $172.7M · Woodridge, IL+ Cornermen Financial, LLC $172.7M · San Antonio, TX
Overland Park, KS
Midlothian, VA
Tacoma, WA
Assets under management$181.8M$191M$191.1M
Asset growth, last 2 years+35%+56%−59%
Advisory staff933
Individual clients24467231
Assets per client$745K$2.9M$827K
Clients per advisor272277
Main custodianSchwabSchwab–
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack1–3
People on Advicer.bio934

From each firm's latest Form ADV (Jan 2026, Mar 2026, Jul 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.

ToolFreestate Advisors LLCBowen Financial Services, LLCColumbia River Advisors
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Freestate Advisors LLC: Schwab · Bowen Financial Services, LLC: Schwab · Columbia River Advisors: none listed