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 Retiremitten Financial LLC (swap one in):+ Principia Wealth Advisory, LLC $225M · Dallas, TX+ Capital Advisory Group, Inc. $224.9M · Dallas, TX+ Ball & Company $203.1M+ Independent Wealth Management, LLC $203M · Traverse City, MI
Clarkston, MI
Tulsa, OK
White Plains, NY
Assets under management$213.8M$224.6M$224.6M
Asset growth, last 2 years–+38%+38%
Advisory staff463
Individual clients217972273
Assets per client$985K$231K$823K
Clients per advisor5416291
Main custodianSchwab–Schwab
Filing with the SEC since202420192017
Tools in their stack1––
People on Advicer.bio573

From each firm's latest Form ADV (Sep 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.

ToolRetiremitten Financial LLCDrawbridge CapitalPrato Capital Management
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Retiremitten Financial LLC: Schwab · Drawbridge Capital: none listed · Prato Capital Management: Schwab