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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 Longview Financial Advisors, LLC (swap one in):+ Hidden Cove Wealth Management $403.5M · Bainbridge Island, WA+ Legacy Investment Partners, LLC $403.1M · Overland Park, KS+ Fpc Investment Advisory, Inc. $364.6M · Petaluma, CA+ Signify Wealth LLC $364.6M · St. Louis, MO
Plano, TX
Bedford, NH
Assets under management$383.9M$403.1M$403.2M
Asset growth, last 2 years+20%–+44%
Advisory staff254
Individual clients118260247
Assets per client$3.3M$1.6M$1.6M
Clients per advisor595262
Main custodianSchwab–Schwab
Filing with the SEC since201720242012 or earlier
Tools in their stack6––
People on Advicer.bio256

From each firm's latest Form ADV (May 2026, Jul 2026, Aug 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.

ToolLongview Financial Advisors, LLCTfr CapitalSweeney Financial Advisors
CRM
Envestnet TamaracUses it––
HubSpotUses it––
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Longview Financial Advisors, LLC: Schwab, Ascensus Investment Advisors, LLC · Tfr Capital: none listed · Sweeney Financial Advisors: Schwab