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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+ Lutz Financial $3.19B · Omaha, NE+ Regal Investment Advisors LLC $2.88B · Kentwood, MI+ Lm Advisors LLC $2.88B · San Diego, CA
Aspen, CO
Mclean, VA
Philadelphia, PA
Assets under management$3.03B$3.19B$3.2B
Asset growth, last 2 years+27%+22%+29%
Advisory staff152914
Individual clients1,1151,4421,598
Assets per client$2.7M$2.2M$2M
Clients per advisor7450114
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack131
People on Advicer.bio192516

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

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, LLCRoffman Miller Associates Inc
Custodial Platform
Charles Schwab–Uses it–
Vanguard–Uses it–
CRM
SS&C Black Diamond–Uses itUses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Obermeyer Wealth Partners: Schwab · Bogart Wealth, LLC: Schwab · Roffman Miller Associates Inc: Schwab