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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 Pulse Financial Planning (swap one in):+ Abundit Wealth $23.8M · San Jose, CA+ Sunrise Wealth Management, LLC $23.7M · Tucson, AZ+ Compass Financial Advisors, LLC $21.5M+ Riede, Tiffany $21.5M
Franklin, TN
Lone Tree, CO
Assets under management$22.6M$23.8M$23.8M
Asset growth, last 2 years–––
Advisory staff123
Individual clients4112126
Assets per client$551K$196K$914K
Clients per advisor41619
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack1––
People on Advicer.bio124

From each firm's latest Form ADV (Jan 2026, Jun 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

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.

ToolPulse Financial PlanningJackson Wealth IncGbg Wealth Management LLC
Video Meetings & Messaging
ZoomUses it––