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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 Planwiser Financial (swap one in):+ Silicon Private Wealth, LLC $177.8M+ Smb Financial Services, Inc. $177.8M · Portland, OR+ Collier Financial, Inc $160.5M · Denver, CO+ Season Investments, LLC $159.7M · Colorado Springs, CO
Colorado Springs, CO
Folsom, CA
Chesterfield, MO
Assets under management$169.1M$177.7M$177.7M
Asset growth, last 2 years–−28%–
Advisory staff222
Individual clients21118084
Assets per client$802K$987K$2.1M
Clients per advisor1069042
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2024
Tools in their stack321
People on Advicer.bio322

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

ToolPlanwiser FinancialGasber Financial Advisors, IncConway Financial Group, LLC
Website Builders
SquarespaceUses it––
Webflow––Uses it
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Planwiser Financial: Schwab · Gasber Financial Advisors, Inc: Schwab · Conway Financial Group, LLC: Schwab