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 Refined Wealth Management (swap one in):+ Hager Investment Management Services, LLC $221.6M · New London, NH+ Avantra Family Wealth, Inc. $221.6M · Mechanicsburg, PA+ Comprehensive Money Management Services LLC $200.3M+ Harvest Investment Advisors, LLC $200.3M
Salt Lake City, UT
Henderson, NV
Lawrenceville, NJ
Assets under management$210.9M$221.6M$200.3M
Asset growth, last 2 years+29%+67%+67%
Advisory staff341
Individual clients40833965
Assets per client$517K$654K$3.1M
Clients per advisor1368565
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120222022
Tools in their stack354
People on Advicer.bio531

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

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

1 tool 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, LLCWeingarten Associates, L.l.c.
Advisor Lead Gen
Wealthtender–Uses it–
Client Data Gathering
Jotform––Uses it
Client File Sharing
ShareFile––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 it–

Custodians on Form ADV: Refined Wealth Management: Schwab · Diazo, LLC: Schwab · Weingarten Associates, L.l.c.: Schwab