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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 O'donnell Wealth Management (swap one in):+ Castellano & Associates $129.5M · Shreveport, LA+ Burnham & Company LLC $129.5M · Grand Rapids, MI+ Vitale Wealth Management $117M · Metamora, MI+ Bas Capital $117M
Cody, WY
Wauwatosa, WI
Assets under management$123.3M$129.5M$129.4M
Asset growth, last 2 years+123%+47%+21%
Advisory staff433
Individual clients20866156
Assets per client$593K$2M$830K
Clients per advisor522252
Main custodianLPL FinancialPershingSchwab
Filing with the SEC since202220202012 or earlier
Tools in their stack124
People on Advicer.bio531

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

ToolO'donnell Wealth ManagementEquilibrium Wealth LLCIntrinsic Investors LLC
Custodial Platform
LPL Financial (ClientWorks)Uses it––
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: O'donnell Wealth Management: LPL Financial · Equilibrium Wealth LLC: Pershing · Intrinsic Investors LLC: Schwab