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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 Glacierwealth (swap one in):+ Fsp Advisors, Inc. $43.6M · Rochester, NY+ Retirement Portfolio Partners $43.6M · Warrenville, IL+ Anovest Investment Advisors $39.5M · Marietta, GA+ Midwest Financial Strategies $39.4M · Watertown, SD
Whitefish, MT
Oak Brook, IL
Forest City, IA
Assets under management$41.5M$43.6M$43.6M
Asset growth, last 2 years−32%––
Advisory staff113
Individual clients41130108
Assets per client$1M$336K$404K
Clients per advisor4113036
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack122
People on Advicer.bio114

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

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.

ToolGlacierwealthDefined Capital LLCGreenstone Wealth Management
Website Builders
Squarespace––Uses it
Webflow–Uses it–
Client File Sharing
BoxUses it––
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly–Uses it–