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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 Next Gen Financial Planning (swap one in):+ Applied Wealth Management $46M · Bakersfield, CA+ Center Pillar Wealth Management LLC $46M · Newark, CA+ Wiseowl Capital, LLC $41.3M+ Rb Salzman Wealth Management, LLC $41.3M
San Diego, CA
San Rafael, CA
Palo Alto, CA
Assets under management$43.5M$45.8M$45.8M
Asset growth, last 2 years––+254%
Advisory staff211
Individual clients1404433,896
Assets per client$311K$1M$1K
Clients per advisor704433,896
Main custodian––Interactive Brokers
Filing with the SEC since202620262020
Tools in their stack5–2
People on Advicer.bio21–

From each firm's latest Form ADV (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.

ToolNext Gen Financial PlanningMadden Creek AdvisorsInsights Investments
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Advisory Fee Billing
AdvicePayUses it––
CRM
HubSpot––Uses it
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
Acuity SchedulingUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Next Gen Financial Planning: none listed · Madden Creek Advisors: none listed · Insights Investments: Interactive Brokers, Alpaca Securities LLC