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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 Snowbird Financial LLC (swap one in):+ Oxdrawn Capital, LLC $37.2M+ Tlp Financial Services, Inc. $37.2M+ Hawtree Advisory Group, LLC $33.6M · Tucson, AZ+ Lighthouse Financial & Consulting Services, LLC $33.6M · Springfield, IL
W. Conshohocken, PA
Assets under management$35.4M$37.2M$33.6M
Asset growth, last 2 years––−95%
Advisory staff1310
Individual clients179474
Assets per client$198K$792K$8.4M
Clients per advisor179160
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack–4–
People on Advicer.bio131

From each firm's latest Form ADV (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.

ToolSnowbird Financial LLCReal Wealth PlanningGkfo, LLC
Custodial Platform
Altruist–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Snowbird Financial LLC: none listed · Real Wealth Planning: none listed · Gkfo, LLC: Schwab, Pershing