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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):+ Financial Mountain Inc $111.3M · Boulder, CO+ Investment Capital Advisors $110M · Clinton, NJ+ Aspen Leaf Wealth Management, Pbc $99.2M · Golden, CO+ Insight, Corp. $99M · Boulder, CO
Durango, CO
Bangor, ME
Portland, OR
Assets under management$104.7M$110M$110M
Asset growth, last 2 years+181%–+76%
Advisory staff142
Individual clients10493356
Assets per client$1M$1.2M$309K
Clients per advisor10423178
Main custodian––Schwab
Filing with the SEC since2012 or earlier20242018
Tools in their stack–21
People on Advicer.bio144

From each firm's latest Form ADV (May 2026, Jul 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

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 PartnersTenbridge Partners LLC
Custodial Platform
Charles Schwab–Uses itUses it
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Intelligent Investment Management,LLP: none listed · Oldfield Wealth Partners: none listed · Tenbridge Partners LLC: Schwab