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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 Impactadvisor LLC (swap one in):+ Monvia Financial L.p. $90.3M · Walnut Creek, CA+ Turner Wealth Advisory $90.1M · Woodstock, GA+ Nollenberger Mccullough Investment Advisors LLC $81.4M · Newport Beach, CA+ Powering Your Retirement $81.3M · San Ramon, CA
Sf, CA
San Diego, CA
Rochester, NY
Assets under management$85.8M$90.6M$90.2M
Asset growth, last 2 years––+191%
Advisory staff343
Individual clients54270188
Assets per client$1.6M$336K$480K
Clients per advisor186863
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack––2
People on Advicer.bio343

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

ToolImpactadvisor LLCCounterpoint Asset Management LLCOak Crest Advisory, LLC
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Impactadvisor LLC: none listed · Counterpoint Asset Management LLC: none listed · Oak Crest Advisory, LLC: Schwab