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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 Selective Advisors (swap one in):+ Compendium Wealth Advisors, LLC $4.3M · Austin, TX+ 3rd Level Analytics $4.3M+ Honey Badger Advisors LLC $3.9M+ Folsom Wealth Advisors $3.9M
Bucharest
Great Neck, NY
Eden Prairie, MN
Assets under management$4.1M$4.3M$3.9M
Asset growth, last 2 years+119%––
Advisory staff131
Individual clients322725
Assets per client$129K$160K$156K
Clients per advisor32925
Main custodian–––
Filing with the SEC since2012 or earlier20262025
Tools in their stack––1
People on Advicer.bio–31

From each firm's latest Form ADV (Mar 2026, May 2026, Nov 2025). 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.

ToolSelective AdvisorsGeneration Wealth ManagementTwig Asset Management, LLC
Custodial Platform
Charles Schwab––Uses it