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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 Impactfolio LLC (swap one in):+ Penney Financial $303.5M · Houston, TX+ Campbell Capital Management Inc $303.3M · Miami, FL+ Ouellette Wealth Advisory LLC $274.4M · Lexington, MA+ Sutterfield Financial Group, Inc. $274.4M · Bartlesville, OK
Denver, CO
Louisville, CO
Lewiston, ID
Assets under management$288.9M$305.6M$274.2M
Asset growth, last 2 years+50%+55%+60%
Advisory staff361
Individual clients126508439
Assets per client$2.3M$602K$625K
Clients per advisor4285439
Main custodianSchwabSEISchwab
Filing with the SEC since202120222020
Tools in their stack431
People on Advicer.bio361

From each firm's latest Form ADV (Feb 2026, Oct 2026, Apr 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.

ToolImpactfolio LLCVarra FinancialElite Financial, Inc.
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
SEI–Uses it–
Schedule Apps
CalendlyUses it––
OnceHubUses it––
Advisor Lead Gen
Fee-Only NetworkUses it––
Financial Planning
eMoneyUses itUses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Impactfolio LLC: Schwab · Varra Financial: SEI, LPL Financial · Elite Financial, Inc.: Schwab