Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Outlier Financial Partners, LLC (swap one in):+ Trowbridge Capital Partners LLC. $25.8M+ Upstream Financial Advisors LLC $25.8M+ Head to Toe Financial Planning $23.3M+ Gilbert Wealth $23.3M
San Angelo, TX
Springfield, MO
Turlock, CA
Assets under management$24.6M$25.8M$25.8M
Asset growth, last 2 years––−26%
Advisory staff311
Individual clients126683
Assets per client$195K$4.3M$311K
Clients per advisor42683
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack15–
People on Advicer.bio311

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

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.

ToolOutlier Financial Partners, LLCJkd FinancialBerger Asset Management, Inc.
Advisor Lead Gen
Fee-Only Network–Uses it–
Wealthtender–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
GRemindersUses it––
Website Builders
Squarespace–Uses it–