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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+ Blackwater Financial $46.5M
Hays, KS
Williamsville, NY
Assets under management$49M$51.5M$46.5M
Asset growth, last 2 years––+9%
Advisory staff221
Individual clients5316455
Assets per client$925K$314K$846K
Clients per advisor278255
Main custodian––Schwab
Filing with the SEC since202620262018
Tools in their stack–3–
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.

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 River InvestmentsLaunch WealthCambridge Advisors, LLC
Client Texting
CurrentClient–Uses it–
Custodial Platform
Altruist–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: New River Investments: none listed · Launch Wealth: none listed · Cambridge Advisors, LLC: Schwab