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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):+ Sweeney Financial Advisors $403.2M · Bedford, NH+ 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
Southlake, TX
Assets under management$383.9M$403.1M$364.5M
Asset growth, last 2 years+20%–+17%
Advisory staff254
Individual clients118260269
Assets per client$3.3M$1.6M$1.4M
Clients per advisor595267
Main custodianSchwab–Fidelity
Filing with the SEC since201720242017
Tools in their stack6–3
People on Advicer.bio254

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

ToolLongview Financial Advisors, LLCTfr CapitalTl Private Wealth
CRM
Envestnet TamaracUses it––
HubSpotUses it––
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
Envestnet MoneyGuide––Uses it
Portfolio Management
OrionUses it–Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Longview Financial Advisors, LLC: Schwab, Ascensus Investment Advisors, LLC · Tfr Capital: none listed · Tl Private Wealth: Fidelity