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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 Partners LLC (swap one in):+ Spectrum Asset Management Inc $657.3M · Newport Beach, CA+ Innovative Wealth Building LLC $657.2M · California, MD+ Outlook Wealth Advisors, LLC $593.7M · The Woodlands, TX+ Jpl Wealth Management, LLC $587.9M · Greenwood Village, CO
Greenwood Village, CO
Greenwood Village, CO
San Antonio, TX
Assets under management$625.6M$663.9M$657.1M
Asset growth, last 2 years–+116%+30%
Advisory staff553
Individual clients230541437
Assets per client$2.7M$1.2M$1.5M
Clients per advisor46108146
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420202012 or earlier
Tools in their stack–25
People on Advicer.bio566

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jul 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 Partners LLCFocused Alpha, LLCWela Financial Advisory
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
CRM
Envestnet Tamarac––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it
Video Meetings & Messaging
Zoom–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Impact Capital Partners LLC: Schwab · Focused Alpha, LLC: Schwab · Wela Financial Advisory: Schwab