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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 Snowball Wealth Management (swap one in):+ Paramount Associates Wealth Management $146.5M · Greenwood Village, CO+ Fort Advisors Inc $146.3M · Austin, TX+ Jansen Wealth Management LLC $132.3M · Altoona, WI+ Ramsey Hill Asset Management LLC $132.1M
Boulder, CO
Centennial, CO
Austin, TX
Assets under management$139.3M$147.4M$146.3M
Asset growth, last 2 years––+13%
Advisory staff335
Individual clients162214208
Assets per client$860K$689K$703K
Clients per advisor547142
Main custodianPershingSchwabSchwab
Filing with the SEC since202420242012 or earlier
Tools in their stack321
People on Advicer.bio135

From each firm's latest Form ADV (Feb 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.

ToolSnowball Wealth ManagementFit Wealth ManagementBirdrock Wealth
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)Uses it––
CRM
LeadCenter.AI––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Snowball Wealth Management: Pershing, Schwab, U.S. Bank · Fit Wealth Management: Schwab · Birdrock Wealth: Schwab