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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+ Firethorn Wealth Partners, LLC $671.9M · Augusta, GA+ Ironwood Wealth Management, LLC $607.7M · Chandler, AZ+ Caldwell Sutter Capital, Inc. $605.7M · Sausalito, CA
Los Gatos, CA
Turlock, CA
Western Springs, IL
Assets under management$639.8M$673.9M$672.7M
Asset growth, last 2 years+57%+160%+60%
Advisory staff454
Individual clients143444390
Assets per client$4.5M$1.5M$1.7M
Clients per advisor368998
Main custodianSchwabSchwabSchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack312
People on Advicer.bio454

From each firm's latest Form ADV (Oct 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

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 ManagementPinnacle Financial Group LLC
Digital Marketing
Snappy Kraken––Uses it
Planning Light
AdvyzonUses it–Uses it
Schedule Apps
CalendlyUses itUses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Libra Wealth LLC: Schwab · Integral Wealth Management: Schwab · Pinnacle Financial Group LLC: Schwab, Fidelity