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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 Midwest Financial Partners (swap one in):+ Beam Wealth Advisors, Inc. $1.6B · Covington, LA+ Means Wealth Management $1.59B · Bangor, ME+ Spirepoint Private Client, LLC $1.44B · Vero Beach, FL+ Mv Capital Management, Inc. $1.44B · Bethesda, MD
St. Cloud, MN
Salt Lake City, UT
Manhattan, KS
Assets under management$1.52B$1.6B$1.6B
Asset growth, last 2 years+38%−7%+41%
Advisory staff91236
Individual clients4381,1931,281
Assets per client$3.5M$1.3M$1.2M
Clients per advisor499936
Main custodianPershingSchwabSchwab
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio91437

From each firm's latest Form ADV (Feb 2026, Jun 2026, Oct 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.

ToolMidwest Financial PartnersAlta Capital Management LLCCGN Advisors, LLC
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Midwest Financial Partners: Pershing · Alta Capital Management LLC: Schwab · CGN Advisors, LLC: Schwab