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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 Launch Wealth (swap one in):+ Two Centuries Investments, LLC $54.1M+ My Financial Coach, LLC $54.1M · Midland, MI+ Southern Incomes, LLC $48.9M+ Bondwire $48.9M · Weston, FL
Hays, KS
Leawood, KS
Dallas, TX
Assets under management$51.5M$54.4M$54.1M
Asset growth, last 2 years––+392%
Advisory staff211
Individual clients1647135
Assets per client$314K$766K$1.5M
Clients per advisor827135
Main custodian––Schwab
Filing with the SEC since202620262018
Tools in their stack3–4
People on Advicer.bio211

From each firm's latest Form ADV (Jan 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

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.

ToolLaunch WealthFinancial Planning PartnersIntegrity Private Wealth Advisors, LLC
Custodial Platform
AltruistUses it––
Charles Schwab––Uses it
Client Texting
CurrentClientUses it––
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Blueleaf––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Launch Wealth: none listed · Financial Planning Partners: none listed · Integrity Private Wealth Advisors, LLC: Schwab