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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):+ Aspyre Wealth Partners $668.3M · Overland Park, KS+ Irc Wealth $666.7M · Atlanta, GA+ Wealth Advisory Solutions, LLC $599.1M · Zionsville, IN+ Cfci $595.6M · Bloomington, IN
Indianapolis, IN
West Linn, OR
Austin, TX
Assets under management$634.9M$667.2M$668.1M
Asset growth, last 2 years+53%–+115%
Advisory staff949
Individual clients377232412
Assets per client$1.7M$2.9M$1.6M
Clients per advisor425846
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20242017
Tools in their stack215
People on Advicer.bio9411

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 WealthOakwell Private Wealth Management
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Client File Sharing
ShareFileUses it–Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney–Uses it–
Performance Reporting
AddeparUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Northwest Financial Services Inc: Schwab · Veridan Wealth: Fidelity · Oakwell Private Wealth Management: Schwab, Fidelity