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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 Power Wealth Management (swap one in):+ Access Investment Management, LLC $456.4M · Atlanta, GA+ Horizon Wealth Advisors $451.4M · Houston, TX+ Capstone Capital Wealth Advisors $408.4M · Henderson, NV+ Kingsmark Private Financial Advisors, LLC $406.5M · Albany, GA
Alpharetta, GA
Atlanta, GA
Thiensville, WI
Assets under management$429.9M$451.6M$452M
Asset growth, last 2 years+46%+30%+85%
Advisory staff636
Individual clients253179307
Assets per client$1.7M$2.5M$1.5M
Clients per advisor426051
Main custodianSchwabSchwabSchwab
Filing with the SEC since20232012 or earlier2015
Tools in their stack411
People on Advicer.bio7310

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

ToolPower Wealth ManagementHolcombe Financial, Inc.Blackhawk Capital Partners, LLC
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses itUses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Power Wealth Management: Schwab · Holcombe Financial, Inc.: Schwab · Blackhawk Capital Partners, LLC: Schwab