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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 Obermeyer Wealth Partners (swap one in):+ Principle Wealth $3.2B · Madison, CT+ Roffman Miller Associates Inc $3.2B · Philadelphia, PA+ Regal Investment Advisors LLC $2.88B · Kentwood, MI+ Lm Advisors LLC $2.88B · San Diego, CA
Aspen, CO
Mclean, VA
Omaha, NE
Assets under management$3.03B$3.19B$3.19B
Asset growth, last 2 years+27%+22%+40%
Advisory staff152915
Individual clients1,1151,442845
Assets per client$2.7M$2.2M$3.8M
Clients per advisor745056
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack134
People on Advicer.bio192515

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

ToolObermeyer Wealth PartnersBogart Wealth, LLCLutz Financial
CRM
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Vanguard–Uses it–
Client Data Gathering
Jotform––Uses it
Portfolio Management
OrionUses it–Uses it
Tax Planning
ProConnect––Uses it

Custodians on Form ADV: Obermeyer Wealth Partners: Schwab · Bogart Wealth, LLC: Schwab · Lutz Financial: Schwab, Newport Group Securities, Inc.