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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 Refined Wealth Management (swap one in):+ Hager Investment Management Services, LLC $221.6M · New London, NH+ Avantra Family Wealth, Inc. $221.6M · Mechanicsburg, PA+ Harvest Investment Advisors, LLC $200.3M+ Weingarten Associates, L.l.c. $200.3M · Lawrenceville, NJ
Salt Lake City, UT
Henderson, NV
Assets under management$210.9M$221.6M$200.3M
Asset growth, last 2 years+29%+67%+186%
Advisory staff341
Individual clients408339102
Assets per client$517K$654K$2M
Clients per advisor13685102
Main custodianSchwabSchwab–
Filing with the SEC since202120222012 or earlier
Tools in their stack353
People on Advicer.bio532

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

2 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.

ToolRefined Wealth ManagementDiazo, LLCComprehensive Money Management Services LLC
Advisor Lead Gen
Wealthtender–Uses it–
CRM
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses itUses itUses it
Digital Marketing
Snappy Kraken––Uses it
E-Signature
Adobe SignUses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
AdvyzonUses itUses itUses it

Custodians on Form ADV: Refined Wealth Management: Schwab · Diazo, LLC: Schwab · Comprehensive Money Management Services LLC: none listed