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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 Impact Capital, LLC (swap one in):+ Live Oak Investment Partners $266.4M · Austin, TX+ Harbour Wealth Management Group, Inc. $266.2M · Daniel Island, SC+ Burrus $240.7M · Salt Lake City, UT+ Richmond Brothers, Inc. $240.6M · Jackson, MI
Rockville, MD
Dallas, TX
Matthews, NC
Assets under management$253.4M$266.1M$266M
Asset growth, last 2 years+35%+67%+85%
Advisory staff324
Individual clients112273240
Assets per client$2.3M$975K$1.1M
Clients per advisor3713760
Main custodianSchwabSchwabFidelity
Filing with the SEC since202220212021
Tools in their stack2––
People on Advicer.bio314

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

ToolImpact Capital, LLCWisniewski Wealth ManagementTassel Capital Management, Inc
CRM
Envestnet TamaracUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Impact Capital, LLC: Schwab · Wisniewski Wealth Management: Schwab · Tassel Capital Management, Inc: Fidelity