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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):+ Weiser Financial Planning LLC $51.5M+ Retirement Planning Solutions, LLC $51.5M+ Thompson Financial Transitions Inc. $46.5M · White Bear Lake, MN+ Cambridge Advisors, LLC $46.5M · Williamsville, NY
Hays, KS
Fernandina Beach, FL
Assets under management$49M$51.5M$51.5M
Asset growth, last 2 years––+73%
Advisory staff221
Individual clients5316450
Assets per client$925K$314K$1M
Clients per advisor278250
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack–3–
People on Advicer.bio321

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

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 WealthSentinel Advisory Corp
Client Texting
CurrentClient–Uses it–
Custodial Platform
Altruist–Uses it–
Website Builders
Wix–Uses it–