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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 Noorvest LLC (swap one in):+ Cei Financial Planning $4.7M+ Arons Wealth Management LLC $4.7M+ Fairpoint Wealth Management, LLC $4.3M+ Thomas Everett Investments, LLC $4.3M
Gig Harbor, WA
Assets under management$4.5M$4.7M$4.3M
Asset growth, last 2 years–––
Advisory staff131
Individual clients1227113
Assets per client$376K$176K$38K
Clients per advisor129113
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack32–
People on Advicer.bio121

From each firm's latest Form ADV (Oct 2026, May 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

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.

ToolNoorvest LLCBriarwood FinancialBaker Wealth Advisors, LLC.
CRM
HubSpotUses it––
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses it–
Website Builders
WebflowUses itUses it–