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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 Meddent Solutions (swap one in):+ Face 2 Face Financial Planning, LLC $29.7M · Portage, MI+ Blueprint Financial Advisors, LLC $29.7M · Portland, OR+ Ward Capital Management LLC $26.8M+ Dental Wealth Partners LLC $26.8M · Jackson, MS
Tampa, FL
Croton On Hudson, NY
Assets under management$28.2M$29.7M$26.8M
Asset growth, last 2 years––+6%
Advisory staff121
Individual clients264252
Assets per client$1.1M$707K$515K
Clients per advisor262152
Main custodian––Pershing
Filing with the SEC since202620262021
Tools in their stack–––
People on Advicer.bio121

From each firm's latest Form ADV (Aug 2026, Sep 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Meddent Solutions: none listed · Highstreet Financial, LLC: none listed · Karagosian Financial Services, Inc: Pershing