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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 Reshape Wealth (swap one in):+ Bazis Private Wealth, LLC $244.1M · Omaha, NE+ Invera Wealth Advisors LLC $243.8M+ Hughes Warren, Inc. $220.5M · Edmond, OK+ Motiv8 Investments LLC $219.1M · Port St Lucie, FL
Boca Raton, FL
Calabasas, CA
Phoenix, AZ
Assets under management$232.2M$243.9M$220.6M
Asset growth, last 2 years–+31%+62%
Advisory staff132
Individual clients12728971
Assets per client$1.8M$844K$3.1M
Clients per advisor1279636
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420212012 or earlier
Tools in their stack–22
People on Advicer.bio143

From each firm's latest Form ADV (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.

ToolReshape WealthAres Financial Consulting LLCIntrinsic Value Partners, LLC
Client File Sharing
ShareFile––Uses it
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Reshape Wealth: Schwab · Ares Financial Consulting LLC: Schwab, Fidelity, Mtg, LLC, Capital Bank and Trust Company · Intrinsic Value Partners, LLC: Schwab