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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 Intelligent Investment Management,LLP (swap one in):+ Tenbridge Partners LLC $110M · Portland, OR+ Investment Capital Advisors $110M · Clinton, NJ+ Aspen Leaf Wealth Management, Pbc $99.2M · Golden, CO+ Insight, Corp. $99M · Boulder, CO
Durango, CO
Bangor, ME
Boulder, CO
Assets under management$104.7M$110M$111.3M
Asset growth, last 2 years+181%–+92%
Advisory staff142
Individual clients10493127
Assets per client$1M$1.2M$877K
Clients per advisor1042364
Main custodian–––
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–25
People on Advicer.bio142

From each firm's latest Form ADV (May 2026, Jul 2026, Dec 2025). 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

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.

ToolIntelligent Investment Management,LLPOldfield Wealth PartnersFinancial Mountain Inc
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
Advisor Lead Gen
Financial Advisors (Plan the Possibilities)––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon–Uses it–
Proposal Generation/Sales Enablement
Nitrogen––Uses it