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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 Intentional Finance, LLC (swap one in):+ Plentiful Wealth, LLC $44.7M · Louisville, KY+ A-Team Financial Investments $44.7M · Oklahoma City, OK+ Magellan Financial Solutions LLC $40.4M · Warwick, NY+ Bg Advisors $40.4M · Miami, FL
Albuquerque, NM
Boca Raton, FL
Takoma Park, MD
Assets under management$42.5M$44.6M$44.6M
Asset growth, last 2 years+452%––
Advisory staff112
Individual clients1124329
Assets per client$379K$1M$1.5M
Clients per advisor1124315
Main custodian–––
Filing with the SEC since201720262026
Tools in their stack1–3
People on Advicer.bio112

From each firm's latest Form ADV (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.

ToolIntentional Finance, LLCJkm Wealth Management IncLifetime Financial
Planning Light
AdvyzonUses it––
Risk Tolerance
DataPoints––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it