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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 Rightwise Wealth (swap one in):+ Collins Advisors $14.4M+ Fortress Capital Advisors $14.4M+ Clearview Financial Strategies LLC $13M+ Clarion River Adventures, LLC $13M · Canton, OH
Las Vegas, NV
Newburyport, MA
Assets under management$13.7M$14.4M$13M
Asset growth, last 2 years–––
Advisory staff311
Individual clients37724
Assets per client$370K$2.1M$542K
Clients per advisor12724
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack26–
People on Advicer.bio311

From each firm's latest Form ADV (Oct 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.

ToolRightwise WealthAccess Financial Planning, LLCBe Investment Management
Advisor Lead Gen
Fee-Only Network–Uses it–
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
CalendlyUses itUses it–
TAMP
Focus Partners Advisor Solutions–Uses it–
Website Builders
SquarespaceUses it––