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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 Powell Wealth (swap one in):+ Carlin Wealth Management Group, LLC $240.9M · Austin, TX+ The Kieckhefer Group $240.8M · Mequon, WI+ Sound Financial Strategies Group, LLC $217.7M · Madison, MS+ Parker Financial Advisors LLC $217.6M · Houston, TX
Cornelius, NC
Greensboro, NC
Palm Beach, FL
Assets under management$229.2M$240.9M$241M
Asset growth, last 2 years+27%+38%–
Advisory staff241
Individual clients9847324
Assets per client$2.3M$509K$10M
Clients per advisor4911824
Main custodianFidelitySchwabBlackstone Securities Partners L.p.
Filing with the SEC since2012 or earlier20212024
Tools in their stack–3–
People on Advicer.bio241

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

ToolPowell WealthCarolina Financial Advisors, Inc.Bassam Wealth Management, LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Client Portal
Circle Black–Uses it–

Custodians on Form ADV: Powell Wealth: Fidelity · Carolina Financial Advisors, Inc.: Schwab, Fidelity · Bassam Wealth Management, LLC: Blackstone Securities Partners L.p., Merrill, Fidelity