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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 Larson Financial Advisors (swap one in):+ White Oak Wealth Partners $110.5M · Raleigh, NC+ Mussett Wealth Management, LLC $110.4M · Rensselaer, NY+ Rose Valley Asset Management LLC $99.8M · Media, PA+ Upspring Capital LLC $99.5M · Dallas, TX
Cedar Park, TX
Raleigh, NC
Assets under management$105.1M$110.4M$110.5M
Asset growth, last 2 years–––
Advisory staff121
Individual clients15410869
Assets per client$683K$1M$1.6M
Clients per advisor1545469
Main custodian––Schwab
Filing with the SEC since202620262024
Tools in their stack–42
People on Advicer.bio211

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

ToolLarson Financial AdvisorsPalladio Consulting LLCReh Wealth Advisors LLC
Client File Sharing
Dropbox–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Larson Financial Advisors: none listed · Palladio Consulting LLC: none listed · Reh Wealth Advisors LLC: Schwab