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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):+ Aspire Advisors, LLC $109.2M · North White Plains, NY+ Goal Quest Advisors, LLC $109.1M · Berwyn, PA+ Jeffrey Joseph Management $98.7M+ Investor's Advantage $98.7M
Sioux Falls, SD
Assets under management$103.9M$109.2M$98.7M
Asset growth, last 2 years–+268%–
Advisory staff122
Individual clients1240647
Assets per client$838K–$153K
Clients per advisor124–324
Main custodian–Interactive Brokers–
Filing with the SEC since202620232026
Tools in their stack111
People on Advicer.bio1–2

From each firm's latest Form ADV (Jul 2026, Mar 2026, Feb 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 LLCMckee Investment Planning, Inc.
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)Uses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Impact Wealth Management: none listed · Nk Capital LLC: Interactive Brokers · Mckee Investment Planning, Inc.: none listed