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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 Purposepath Capital, LLC (swap one in):+ K&H Wealth Partners $66.6M · Northbrook, IL+ Morris Wealth Management $66.2M · Anderson, CA+ Cwm Partners, LLC $59.8M+ Asset Strategies, Inc $59.7M · Lisle, IL
Quincy, IL
Glen Ellyn, IL
West Palm Beach, FL
Assets under management$63M$66.4M$66.2M
Asset growth, last 2 years––+33%
Advisory staff513
Individual clients1356251
Assets per client$467K$1.1M$1.3M
Clients per advisor276217
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack–2–
People on Advicer.bio313

From each firm's latest Form ADV (Jul 2026, Mar 2026, Aug 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.

ToolPurposepath Capital, LLC4d Financial Advisors, LLCIsgam US LLC
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Purposepath Capital, LLC: none listed · 4d Financial Advisors, LLC: none listed · Isgam US LLC: Schwab