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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 International Financial Planning LLC (swap one in):+ Wyatt Financial L.l.c. $42.4M · Cary, NC+ Moneywise Financial Advisors $42.4M+ Open Circle Wealth Partners $38.4M · North Haven, CT+ I.m.s. Wealth Management, LLC $38.4M · Erie, PA
Lafayette Hill, PA
South Bend, IN
Assets under management$40.4M$42.4M$38.4M
Asset growth, last 2 years+35%––
Advisory staff111
Individual clients56651
Assets per client$8.1M$643K$753K
Clients per advisor56651
Main custodianInteractive Brokers––
Filing with the SEC since202320262026
Tools in their stack–1–
People on Advicer.bio–11

From each firm's latest Form ADV (Feb 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.

ToolInternational Financial Planning LLCVass Financial StrategiesDevotion Capital Management
Website Builders
Wix–Uses it–

Custodians on Form ADV: International Financial Planning LLC: Interactive Brokers · Vass Financial Strategies: none listed · Devotion Capital Management: none listed