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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 Wealth Management (swap one in):+ Lynch Financial Group $109.2M · Dublin, OH+ Goal Quest Advisors, LLC $109.1M · Berwyn, PA+ Mckee Investment Planning, Inc. $98.7M+ Jeffrey Joseph Management $98.7M
Sioux Falls, SD
North White Plains, NY
Assets under management$103.9M$109.2M$109.2M
Asset growth, last 2 years–+268%+7%
Advisory staff126
Individual clients1240116
Assets per client$838K–$941K
Clients per advisor124–19
Main custodian–Interactive BrokersFidelity
Filing with the SEC since202620232013
Tools in their stack111
People on Advicer.bio1–7

From each firm's latest Form ADV (Jul 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

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 Wealth ManagementNk Capital LLCAspire Advisors, LLC
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Impact Wealth Management: none listed · Nk Capital LLC: Interactive Brokers · Aspire Advisors, LLC: Fidelity