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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+ Composedpro, Inc. $44.1M · San Antonio, TX+ Barnes & Company Investment Counsel, LLC $44.1M · Los Angeles, CA
Pearl River, NY
Orchard, NY
Assets under management$46.4M$48.8M$44.1M
Asset growth, last 2 years–−56%−36%
Advisory staff112
Individual clients35172104
Assets per client$1.3M$283K$424K
Clients per advisor3517252
Main custodian–SchwabRaymond James
Filing with the SEC since20262012 or earlier2015
Tools in their stack–1–
People on Advicer.bio112

From each firm's latest Form ADV (Mar 2026, Jul 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 CompaniesWinthrop Partners - Wpa , LLC
Custodial Platform
LPL Financial (ClientWorks)–Uses it–

Custodians on Form ADV: Megan Rouse Financial Planning: none listed · Hudson Companies: Schwab · Winthrop Partners - Wpa , LLC: Raymond James