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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 Reframe Wealth, LLC (swap one in):+ Flywheel Private Wealth LLC $415M · Los Altos, CA+ Momentum Advisors $414.7M · New York, NY+ St. Johns Investment Management Company, LLC $374.8M · Jacksonville, FL+ Strategent Financial, LLC $374.7M · Harrisonburg, VA
Fairfax, VA
Fairfax, VA
Seattle, WA
Assets under management$394.8M$418.2M$375M
Asset growth, last 2 years+41%+39%+22%
Advisory staff455
Individual clients235280232
Assets per client$1.7M$1.5M$1.6M
Clients per advisor595646
Main custodianSchwabFidelityFidelity
Filing with the SEC since202120222018
Tools in their stack–45
People on Advicer.bio459

From each firm's latest Form ADV (Oct 2026, Apr 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

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.

ToolReframe Wealth, LLCAspect Partners, LLCBear Mountain Capital Inc.
CRM
SS&C Black Diamond–Uses itUses it
Salesforce––Uses it
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuide––Uses it
Client File Sharing
ShareFile––Uses it
Digital Marketing
Snappy Kraken–Uses it–

Custodians on Form ADV: Reframe Wealth, LLC: Schwab · Aspect Partners, LLC: Fidelity · Bear Mountain Capital Inc.: Fidelity