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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):+ Asia Pacific Financial Management Group, Inc. $303.5M · Hagatna+ 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
Houston, TX
Assets under management$288.9M$305.6M$303.5M
Asset growth, last 2 years+50%+55%+63%
Advisory staff363
Individual clients126508109
Assets per client$2.3M$602K$2.8M
Clients per advisor428536
Main custodianSchwabSEISchwab
Filing with the SEC since202120222021
Tools in their stack433
People on Advicer.bio364

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

1 tool 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 FinancialPenney Financial
Custodial Platform
Charles Schwab––Uses it
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 itUses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Impactfolio LLC: Schwab · Varra Financial: SEI, LPL Financial · Penney Financial: Schwab