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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 Purpose Wealth (swap one in):+ Evenkiehl, LLC $13.5M+ Weisberg Capital Management $13.4M+ Harris Wealth Management $12.2M+ Covenant Financial Advisors, LLC $12.2M · Phoenix, AZ
Chesterfield, MO
Assets under management$12.8M$13.4M$13.4M
Asset growth, last 2 years–+152%–
Advisory staff112
Individual clients1517107
Assets per client$853K$791K$126K
Clients per advisor151754
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack51–
People on Advicer.bio112

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

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.

ToolPurpose WealthShareks Stock PortfoliosFiduciary Tactical Strategies, Inc.
Custodial Platform
AltruistUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses itUses it–
Tax Planning
Wealth.comUses it––
Website Builders
WixUses it––