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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 Financial (swap one in):+ 77 Financial Group $27.1M · Carlsbad, CA+ Covered Call LLC $27.1M+ New Frontier Wealth Management $24.5M · Englewood, CO+ Momentum Wealth Management $24.3M · Northfield, IL
Chicago, IL
Northfield, IL
Afton, WY
Assets under management$25.8M$27.1M$27.1M
Asset growth, last 2 years–+139%–
Advisory staff211
Individual clients293072
Assets per client$889K$905K$376K
Clients per advisor153072
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack5–2
People on Advicer.bio311

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

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 FinancialKline Capital Management LLCHale Financial Solutions, LLC
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
CRM
SS&C Black DiamondUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it–Uses it
Website Builders
Squarespace––Uses it