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 Riverpoint Wealth Management (swap one in):+ Legacy Financial Strategies, LLC $952M · Overland Park, KS+ Cornerstone Planning Group $951.8M · Fairfield, NJ+ Keystone Private Wealth $860.7M · Palm Desert, CA+ Leelyn Smith, LLC $852.3M · Geneva, IL
Chicago, IL
Chicago, IL
Red Bank, NJ
Assets under management$906.2M$971.4M$859.8M
Asset growth, last 2 years+41%+191%+54%
Advisory staff4214
Individual clients216–1,211
Assets per client$4.2M–$710K
Clients per advisor54–87
Main custodianLPL FinancialSchwabLPL Financial
Filing with the SEC since201320232016
Tools in their stack5––
People on Advicer.bio4–19

From each firm's latest Form ADV (Mar 2026, Apr 2026, Jul 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.

ToolRiverpoint Wealth ManagementIntertide PartnersAtlas Private Wealth Advisors
Custodial Platform
Charles SchwabUses it––
LPL Financial (ClientWorks)Uses it––
Financial Planning
eMoneyUses it––
Schedule Apps
Acuity SchedulingUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Riverpoint Wealth Management: LPL Financial · Intertide Partners: Schwab · Atlas Private Wealth Advisors: LPL Financial