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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 River Investments (swap one in):+ Retirement Planning Solutions, LLC $51.5M+ Sentinel Advisory Corp $51.5M · Fernandina Beach, FL+ Thompson Financial Transitions Inc. $46.5M · White Bear Lake, MN+ Cambridge Advisors, LLC $46.5M · Williamsville, NY
Hays, KS
Assets under management$49M$51.5M$46.5M
Asset growth, last 2 years–––
Advisory staff221
Individual clients5316438
Assets per client$925K$314K$1.2M
Clients per advisor278238
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–36
People on Advicer.bio321

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

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 River InvestmentsLaunch WealthBlackwater Financial
Custodial Platform
Altruist–Uses itUses it
Charles Schwab––Uses it
Website Builders
Webflow––Uses it
Wix–Uses it–
Advisory Fee Billing
AdvicePay––Uses it
Client Texting
CurrentClient–Uses it–
Financial Planning
eMoney––Uses it
Tax Planning
Wealth.com––Uses it