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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 Provision Financial Planning (swap one in):+ Face 2 Face Financial Planning, LLC $29.7M · Portage, MI+ Highstreet Financial, LLC $29.7M · Tampa, FL+ Stadium Financial LLC $26.8M+ Ddo Advisory Services, LLC $26.8M · Rhinebeck, NY
Tulsa, OK
Bethesda, MD
Assets under management$28.3M$29.7M$26.8M
Asset growth, last 2 years–––
Advisory staff111
Individual clients4312428
Assets per client$658K$240K$958K
Clients per advisor4312428
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack4–3
People on Advicer.bio11–

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

ToolProvision Financial PlanningCone Wealth ManagementMiddleton Advisory
Portfolio Management
Blueleaf––Uses it
CapitectUses it––
Advisor Lead Gen
WiserAdvisor––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
WebflowUses it––