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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 Imprint Wealth LLC (swap one in):+ Mark Bell Advisory Services, Inc. $138.2M · Chicago, IL+ Calamita Wealth Management $138.2M · Charlotte, NC+ Harborview Asset Management LLC $124.7M · Gig Harbor, WA+ Ngp Financial Planning, LLC $124.7M
Mount Pleasant, SC
Georgetown, SC
Austin, TX
Assets under management$131.6M$138.3M$124.9M
Asset growth, last 2 years−81%+31%−16%
Advisory staff231
Individual clients7639525
Assets per client$1.7M$350K$5M
Clients per advisor3813225
Main custodianSchwabRaymond JamesSEI
Filing with the SEC since202220212017
Tools in their stack–31
People on Advicer.bio1–1

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

ToolImprint Wealth LLCWildes Financial Strategies, IncMasterpiece Capital, LLC
Client Data Gathering
Asset-Map–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Imprint Wealth LLC: Schwab · Wildes Financial Strategies, Inc: Raymond James, Schwab · Masterpiece Capital, LLC: SEI