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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 Humanize Wealth (swap one in):+ A to Z Financial Planning LLC $49.8M · Oak Creek, WI+ Wealthwise Financial Solutions, LLC $49.8M+ Freedom Capital Advisors Inc $45M+ Tl-B Capital Management $45M · San Francisco, CA
Seattle, WA
Scottsdale, AZ
Bloomfield Hills, MI
Assets under management$47.4M$49.8M$45M
Asset growth, last 2 years–+69%–
Advisory staff363
Individual clients2122475
Assets per client$2.3M$222K$600K
Clients per advisor73725
Main custodian–Schwab–
Filing with the SEC since202620162026
Tools in their stack–41
People on Advicer.bio233

From each firm's latest Form ADV (Aug 2026, Mar 2024, 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

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.

ToolHumanize WealthBedrock Investment AdvisorsEmde Wealth Management LLC
Digital Marketing
Levitate–Uses it–
Snappy Kraken––Uses it
Client File Sharing
Box–Uses it–
Custodial Platform
SEI–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Humanize Wealth: none listed · Bedrock Investment Advisors: Schwab, SEI, AssetMark · Emde Wealth Management LLC: none listed