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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 Inspire Advisors, LLC (swap one in):+ Werba Rubin Papier Wealth Management, LLC $1.4B · San Jose, CA+ Asset Advisors $1.4B · Augusta, GA+ Chemistry Wealth Management LLC $1.26B · New York, NY+ Andina Advisors $1.26B · Logan, UT
Meridian, ID
Beaufort, SC
Nacogdoches, TX
Assets under management$1.33B$1.4B$1.4B
Asset growth, last 2 years+59%+67%–
Advisory staff6313–
Individual clients3,523459–
Assets per client$378K$3M–
Clients per advisor5635–
Main custodianSchwabSchwab–
Filing with the SEC since20192012 or earlier–
Tools in their stack4–3
People on Advicer.bio75121

From each firm's latest Form ADV (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.

ToolInspire Advisors, LLCVerity Investment PartnersHolistic Planning
CRM
HolisticOS™––Uses it
HubSpotUses it––
Custodial Platform
AltruistUses it–Uses it
Charles SchwabUses it–Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Inspire Advisors, LLC: Schwab, Folio · Verity Investment Partners: Schwab · Holistic Planning: none listed