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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 Megan Rouse Financial Planning (swap one in):+ To Wealth, LLC $48.8M+ Montana Investment Advisors Inc $48.7M+ Barnes & Company Investment Counsel, LLC $44.1M · Los Angeles, CA+ Winthrop Partners - Wpa , LLC $44.1M · Orchard, NY
Pearl River, NY
San Antonio, TX
Assets under management$46.4M$48.8M$44.1M
Asset growth, last 2 years–−56%+297%
Advisory staff111
Individual clients3517258
Assets per client$1.3M$283K$760K
Clients per advisor3517258
Main custodian–SchwabSchwab
Filing with the SEC since20262012 or earlier2018
Tools in their stack–1–
People on Advicer.bio111

From each firm's latest Form ADV (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.

ToolMegan Rouse Financial PlanningHudson CompaniesComposedpro, Inc.
Custodial Platform
LPL Financial (ClientWorks)–Uses it–

Custodians on Form ADV: Megan Rouse Financial Planning: none listed · Hudson Companies: Schwab · Composedpro, Inc.: Schwab