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.

Investedge Planning
New Perspective Wealth Management
Umb Financial Services, Inc.

	Investedge Planning	New Perspective Wealth Management	Umb Financial Services, Inc. Kansas City, MO
Assets under management	$4.8M	$5.1M	$5M
Asset growth, last 2 years	–	–	+590%
Advisory staff	1	1	54
Individual clients	21	25	1
Assets per client	$229K	$202K	$5M
Clients per advisor	21	25	0
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2012 or earlier
Tools in their stack	3	–	–
People on Advicer.bio	1	1	45

From each firm's latest Form ADV (Jul 2026, Jan 2026, Oct 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.