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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 Outfitter Financial (swap one in):+ Feltl Advisors $165.6M · Plymouth, MN+ Wisdom Financial Planning $165.6M · Tampa, FL+ White & Company Financial Planning, Inc. $149.8M · Sunnyside, WA+ Sonas Financial Group, Inc. $149.8M · Kansas City, MO
Brunswick, ME
Assets under management$157.7M$165.6M$149.7M
Asset growth, last 2 years+13%+61%+15%
Advisory staff112
Individual clients581962
Assets per client$2.7M$8.7M$2.4M
Clients per advisor581931
Main custodianRBCSchwabSchwab
Filing with the SEC since201720202023
Tools in their stack–15
People on Advicer.bio112

From each firm's latest Form ADV (Mar 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.

ToolOutfitter FinancialBlack Horse Wealth ManagementKeen Capital, LLC
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Outfitter Financial: RBC · Black Horse Wealth Management: Schwab · Keen Capital, LLC: Schwab