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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 Ngp Financial Planning, LLC (swap one in):+ Seattle Wealth Management LLC $131.3M · Seattle, WA+ Warren Capital Group $131M · Charleston, SC+ Sandhill Wealth Management, Inc. $118.5M · Winter Park, FL+ Terrafirma Wealth Partners $118.5M · Walnut Creek, CA
Rochester, NY
Assets under management$124.7M$131.1M$131.3M
Asset growth, last 2 years––+112%
Advisory staff113
Individual clients7550114
Assets per client$1.7M$2.6M$1.2M
Clients per advisor755038
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420242019
Tools in their stack–14
People on Advicer.bio112

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

ToolNgp Financial Planning, LLCFrisco Financial PlanningLayline Advisors
CRM
Slant (Slant CRM)–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Ngp Financial Planning, LLC: Schwab · Frisco Financial Planning: Schwab · Layline Advisors: Schwab