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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 Grange Capital, LLC (swap one in):+ Snider Advisors $228.1M · Irving, TX+ Wealth Forward, LLC $228.1M · Fargo, ND+ Adc Wealth Management, LLC $206.1M · Massapequa, NY+ Hfh Planning Inc. $206.1M
Beaverton, OR
Klamath Falls, OR
The Woodlands, TX
Assets under management$217.2M$228.5M$206.2M
Asset growth, last 2 years+27%+55%+45%
Advisory staff563
Individual clients25941446
Assets per client$839K$552K$4.5M
Clients per advisor526915
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20192023
Tools in their stack2––
People on Advicer.bio533

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

ToolGrange Capital, LLCMsp Wealth Management, LLCCooksen Wealth, LLC
Portfolio Management
OrionUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Grange Capital, LLC: Schwab, Fidelity · Msp Wealth Management, LLC: Schwab · Cooksen Wealth, LLC: Schwab