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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 Intervest LTD (swap one in):+ Ridgeline Wealth Planning LLC $259.6M · Centerville, OH+ Braeburn Wealth Management, LLC $259.4M · Muskegon, MI+ Equanimity Financial Partners $234.3M · Pasadena, CA+ Delta Financial Advisors, Inc $234M · Kensington, MD
Chevy Chase, MD
Overland Park, KS
South Miami, FL
Assets under management$247M$259.4M$259.8M
Asset growth, last 2 years+31%––
Advisory staff244
Individual clients175132171
Assets per client$1.4M$2M$1.5M
Clients per advisor883343
Main custodianSEIRaymond JamesFidelity
Filing with the SEC since2012 or earlier20242024
Tools in their stack–31
People on Advicer.bio244

From each firm's latest Form ADV (Mar 2026, Apr 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.

ToolIntervest LTDStoryone Family OfficeBridge Generations Wealth Management
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Mailchimp–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Intervest LTD: SEI · Storyone Family Office: Raymond James · Bridge Generations Wealth Management: Fidelity