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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 Northpeak Financial, Inc. (swap one in):+ Colligan Advisory, LLC $70.2M+ American Wealth Protection Financial, LLC $70.2M · Manchester, NH+ Ortman Financial Planning $63.1M · North Bethesda, MD+ Wealthy & Wise Family Office $63.1M · Columbia, MD
Frederick, MD
Santa Barbara, CA
Assets under management$66.8M$70.2M$70.2M
Asset growth, last 2 years––−5%
Advisory staff253
Individual clients16215544
Assets per client$412K$453K$1.6M
Clients per advisor813115
Main custodian––Schwab
Filing with the SEC since202620262013
Tools in their stack–61
People on Advicer.bio252

From each firm's latest Form ADV (Mar 2026, Aug 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

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.

ToolNorthpeak Financial, Inc.Rise Financial PartnersWang Financial, LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Advisor Lead Gen
SmartAsset–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Wix–Uses itUses it

Custodians on Form ADV: Northpeak Financial, Inc.: none listed · Rise Financial Partners: none listed · Wang Financial, LLC: Schwab