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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 Overture Wealth Management (swap one in):+ Mehta Services Company $14.6M+ Upbeat Wealth $14.6M · New Orleans, LA+ The Foundation Wealth Management, LLC $13.2M+ Winding Trail Financial Planning, LLC $13.2M
Steamboat Springs, CO
Assets under management$13.9M$14.6M$13.2M
Asset growth, last 2 years––−90%
Advisory staff111
Individual clients13170
Assets per client$1.1M$860K–
Clients per advisor1317–
Main custodian––Schwab
Filing with the SEC since202620262024
Tools in their stack3––
People on Advicer.bio111

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

ToolOverture Wealth ManagementZenith InvestmentsJrb Capital Management
Custodial Platform
Charles SchwabUses it––
Portfolio Management
CapitectUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Overture Wealth Management: none listed · Zenith Investments: none listed · Jrb Capital Management: Schwab