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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 Outlier Financial Partners, LLC (swap one in):+ Berger Asset Management, Inc. $25.8M · Turlock, CA+ Upstream Financial Advisors LLC $25.8M+ Head to Toe Financial Planning $23.3M+ Gilbert Wealth $23.3M
San Angelo, TX
Springfield, MO
Assets under management$24.6M$25.8M$25.8M
Asset growth, last 2 years––−39%
Advisory staff311
Individual clients12662
Assets per client$195K$4.3M$12.9M
Clients per advisor4262
Main custodian––Schwab
Filing with the SEC since202620262018
Tools in their stack151
People on Advicer.bio312

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

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

Custodians on Form ADV: Outlier Financial Partners, LLC: none listed · Jkd Financial: none listed · Trowbridge Capital Partners LLC.: Schwab, Interactive Brokers