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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 Navigate Wealth Management, LLC (swap one in):+ Holcombe Financial, Inc. $451.6M · Atlanta, GA+ Horizon Wealth Advisors $451.4M · Houston, TX+ Range Financial Group, LLC $408.1M · Tigard, OR+ Heritage Financial LLC $408M · Gainesville, VA
Birmingham, AL
Fresno, CA
Davenport, IA
Assets under management$429.6M$451.2M$451.1M
Asset growth, last 2 years+46%+29%+60%
Advisory staff625
Individual clients271890526
Assets per client$1.6M$507K$858K
Clients per advisor45445105
Main custodianSchwabSchwabFidelity
Filing with the SEC since20182012 or earlier2018
Tools in their stack111
People on Advicer.bio726

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

ToolNavigate Wealth Management, LLCPrivate Wealth AdvisorsWealthspan Partners, LLC
CRM
Envestnet TamaracUses it––
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Navigate Wealth Management, LLC: Schwab · Private Wealth Advisors: Schwab · Wealthspan Partners, LLC: Fidelity