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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 Ritholtz Wealth Management (swap one in):+ Foundations Investment Advisors LLC $10.1B · Phoenix, AZ+ Hantz Financial Services, Inc. $10B · Southfield, MI+ Axxcess Wealth Management, LLC $8.88B · Carlsbad, CA+ Key Investment Services LLC $8.88B · Brooklyn, OH
New York
Chicago, IL
Boston, MA
Assets under management$9.42B$9.99B$9.9B
Asset growth, last 2 years+87%+74%+25%
Advisory staff487512
Individual clients4,13970643
Assets per client$2.3M$142.7M$15.4M
Clients per advisor86154
Main custodianSchwabSchwabReliance Trust Company
Filing with the SEC since20132012 or earlier2012 or earlier
Tools in their stack9–1
People on Advicer.bio5935

From each firm's latest Form ADV (Aug 2026, Jan 2026, May 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.

ToolRitholtz Wealth ManagementBmo Family Office, LLCWelch & Forbes LLC
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
CRM
HubSpot––Uses it
SalesforceUses it––
Advisor Data Warehousing
DispatchUses it––
Digital Marketing
VidvisorUses it––
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
VRGLUses it––
Tax Planning
Wealth.comUses it––

Custodians on Form ADV: Ritholtz Wealth Management: Schwab, Fidelity · Bmo Family Office, LLC: Schwab, Northern Trust, Fnz Trust Company · Welch & Forbes LLC: Reliance Trust Company