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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 Retiremitten Financial LLC (swap one in):+ Capital Advisory Group, Inc. $224.9M · Dallas, TX+ Prato Capital Management $224.6M · White Plains, NY+ Ball & Company $203.1M+ Independent Wealth Management, LLC $203M · Traverse City, MI
Clarkston, MI
Tulsa, OK
Dallas, TX
Assets under management$213.8M$224.6M$225M
Asset growth, last 2 years–+38%+38%
Advisory staff464
Individual clients217972152
Assets per client$985K$231K$1.5M
Clients per advisor5416238
Main custodianSchwab–Schwab
Filing with the SEC since202420192022
Tools in their stack1–5
People on Advicer.bio574

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 CapitalPrincipia Wealth Advisory, LLC
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: Retiremitten Financial LLC: Schwab · Drawbridge Capital: none listed · Principia Wealth Advisory, LLC: Schwab