Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Pwr Financial Services (swap one in):+ Sound Financial Center LLC $99.6M · Sequim, WA+ James Curtis Financial and Insurance Services $99.5M · Costa Mesa, CA+ Total Financial Management, LLC $90M · Poland, OH+ Ambassador Wealth Management, LLC $89.9M · Vancouver, WA
Federal Way, WA
Bellevue, WA
Naperville, IL
Assets under management$94.7M$100M$89.9M
Asset growth, last 2 years–––
Advisory staff242
Individual clients–650109
Assets per client–$154K$825K
Clients per advisor–16355
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–3–
People on Advicer.bio242

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

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.

ToolPwr Financial ServicesIntirety, LLCHk Private Client, LLC
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–