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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):+ Boulevard Investment Management LLC $49.8M · Santa Monica, CA+ A to Z Financial Planning LLC $49.8M · Oak Creek, WI+ Tl-B Capital Management $45M · San Francisco, CA+ Bryden-Abrams Investment Management LLC $45M · New York, NY
Seattle, WA
Scottsdale, AZ
Assets under management$47.4M$49.8M$49.8M
Asset growth, last 2 years–+69%–
Advisory staff361
Individual clients2122444
Assets per client$2.3M$222K$1.1M
Clients per advisor73744
Main custodian–Schwab–
Filing with the SEC since202620162026
Tools in their stack–41
People on Advicer.bio231

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 AdvisorsWealthwise Financial Solutions, LLC
Client File Sharing
Box–Uses it–
Custodial Platform
SEI–Uses it–
Digital Marketing
Levitate–Uses it–
Financial Planning
eMoney–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Humanize Wealth: none listed · Bedrock Investment Advisors: Schwab, SEI, AssetMark · Wealthwise Financial Solutions, LLC: none listed