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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 Libra Wealth LLC (swap one in):+ Cherry Tree Wealth Management, LLC $673.5M · Minnetonka, MN+ Pinnacle Financial Group LLC $672.7M · Western Springs, IL+ Ironwood Wealth Management, LLC $607.7M · Chandler, AZ+ Caldwell Sutter Capital, Inc. $605.7M · Sausalito, CA
Los Gatos, CA
Turlock, CA
Augusta, GA
Assets under management$639.8M$673.9M$671.9M
Asset growth, last 2 years+57%+160%+46%
Advisory staff455
Individual clients143444679
Assets per client$4.5M$1.5M$990K
Clients per advisor3689136
Main custodianSchwabSchwabSchwab
Filing with the SEC since20212012 or earlier2018
Tools in their stack31–
People on Advicer.bio457

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

ToolLibra Wealth LLCIntegral Wealth ManagementFirethorn Wealth Partners, LLC
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses itUses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Libra Wealth LLC: Schwab · Integral Wealth Management: Schwab · Firethorn Wealth Partners, LLC: Schwab