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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):+ Three Main Points LLC $14.4M+ Collins Advisors $14.4M+ Freedom Financial Advisors, LLC $13M · South Charleston, WV+ Be Investment Management $13M
Las Vegas, NV
Newburyport, MA
Assets under management$13.7M$14.4M$14.4M
Asset growth, last 2 years–––
Advisory staff311
Individual clients37718
Assets per client$370K$2.1M$799K
Clients per advisor12718
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack262
People on Advicer.bio311

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

1 tool 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, LLCFortress Capital Advisors
Digital Marketing
Levitate––Uses it
Mailchimp–Uses it–
Advisor Lead Gen
Fee-Only Network–Uses it–
Financial Planning
eMoney–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
CalendlyUses itUses itUses it
TAMP
Focus Partners Advisor Solutions–Uses it–
Website Builders
SquarespaceUses it––