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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+ Smith & Co Advisory LLC $118.5M · Spring Hill, TN
Walnut Creek, CA
Assets under management$124.7M$131.1M$118.5M
Asset growth, last 2 years–––
Advisory staff113
Individual clients755094
Assets per client$1.7M$2.6M$1.3M
Clients per advisor755031
Main custodianSchwabSchwabAltruist
Filing with the SEC since202420242024
Tools in their stack–13
People on Advicer.bio113

From each firm's latest Form ADV (Sep 2026, Jul 2026, Oct 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 PlanningTerrafirma Wealth Partners
CRM
Slant (Slant CRM)–Uses it–
Custodial Platform
Altruist––Uses it
Digital Marketing
Mailchimp––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Ngp Financial Planning, LLC: Schwab · Frisco Financial Planning: Schwab · Terrafirma Wealth Partners: Altruist