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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 Planvesting, LLC (swap one in):+ Weisberg Capital Management $13.4M+ Ford Financial Fitness $13.4M+ Red Granite Wealth Management $12.1M · Manitowoc, WI+ Middle Coast Investing LLC $12.1M
Denver, CO
Assets under management$12.8M$13.4M$13.4M
Asset growth, last 2 years––+152%
Advisory staff131
Individual clients53617
Assets per client$2.6M$373K$791K
Clients per advisor51217
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack–61
People on Advicer.bio131

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

ToolPlanvesting, LLCRegista Financial Strategies, LLCShareks Stock Portfolios
Custodial Platform
Betterment Advisor Solutions–Uses it–
Charles Schwab–Uses it–
CRM
Slant (Slant CRM)–Uses it–
Digital Marketing
Pageport–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Webflow–Uses it–