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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 Middleton & Company (swap one in):+ Mark Bell Advisory Services, Inc. $138.2M · Chicago, IL+ Burr Financial Services, LLC $138.1M+ Harborview Asset Management LLC $124.7M · Gig Harbor, WA+ Surience Private Wealth LLC $124M · Yakima, WA
Vancouver, WA
Charlotte, NC
Assets under management$131.3M$138.2M$124.7M
Asset growth, last 2 years–+27%–
Advisory staff221
Individual clients11510975
Assets per client$1.1M$1.3M$1.7M
Clients per advisor585575
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420232024
Tools in their stack5––
People on Advicer.bio221

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

ToolMiddleton & CompanyCalamita Wealth ManagementNgp Financial Planning, LLC
Client File Sharing
BoxUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Middleton & Company: Schwab · Calamita Wealth Management: Schwab · Ngp Financial Planning, LLC: Schwab