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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+ Elite Financial, Inc. $274.2M · Lewiston, ID
Denver, CO
Louisville, CO
Bartlesville, OK
Assets under management$288.9M$305.6M$274.4M
Asset growth, last 2 years+50%+55%+57%
Advisory staff3613
Individual clients126508989
Assets per client$2.3M$602K$277K
Clients per advisor428576
Main custodianSchwabSEIFidelity
Filing with the SEC since202120222012 or earlier
Tools in their stack43–
People on Advicer.bio365

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

ToolImpactfolio LLCVarra FinancialSutterfield Financial Group, 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–

Custodians on Form ADV: Impactfolio LLC: Schwab · Varra Financial: SEI, LPL Financial · Sutterfield Financial Group, Inc.: Fidelity, Interactive Brokers, Schwab