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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 New Perspectives, Inc. (swap one in):+ Treiberg Wealth Management $325.1M · Tucson, AZ+ Whipplewood Advisors, LLC $324.5M · Littleton, CO+ Greenwich Advisors, LLC $293.2M · Greenwich, CT+ Blueprint Partners LLC $292.9M · Traverse City, MI
Ridgeland, MS
Houston, TX
Princeton, NJ
Assets under management$308.7M$324.5M$324.3M
Asset growth, last 2 years+29%−11%+16%
Advisory staff413
Individual clients4145348
Assets per client$746K$6.1M$6.8M
Clients per advisor1045316
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack3–2
People on Advicer.bio4–3

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

ToolNew Perspectives, Inc.Crimson ManagementEks Associates
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoney––Uses it
Planning Light
AdvyzonUses it––
Website Builders
WixUses it––

Custodians on Form ADV: New Perspectives, Inc.: Schwab · Crimson Management: Schwab, Citi · Eks Associates: Schwab