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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 Northwest Financial Services Inc (swap one in):+ Oakwell Private Wealth Management $668.1M · Austin, TX+ Irc Wealth $666.7M · Atlanta, GA+ Wealth Advisory Solutions, LLC $599.1M · Zionsville, IN+ Cfci $595.6M · Bloomington, IN
Indianapolis, IN
West Linn, OR
Overland Park, KS
Assets under management$634.9M$667.2M$668.3M
Asset growth, last 2 years+53%–+25%
Advisory staff948
Individual clients377232329
Assets per client$1.7M$2.9M$2M
Clients per advisor425841
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack214
People on Advicer.bio948

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

ToolNorthwest Financial Services IncVeridan WealthAspyre Wealth Partners
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuide––Uses it
Behavior Assessments
ROL Advisor––Uses it
Client File Sharing
ShareFileUses it––
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Performance Reporting
AddeparUses it––

Custodians on Form ADV: Northwest Financial Services Inc: Schwab · Veridan Wealth: Fidelity · Aspyre Wealth Partners: Schwab