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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 Surience Private Wealth LLC (swap one in):+ Seattle Wealth Management LLC $131.3M · Seattle, WA+ Applied Financial Wisdom $130.3M · Rapid City, SD+ Ak Global Asset Management, LLC $117.8M · Oakland, CA+ Kinnamon & Associates LTD II $117.6M · Barrington, IL
Yakima, WA
Vancouver, WA
Bellingham, WA
Assets under management$124M$131.3M$132M
Asset growth, last 2 years+11%–+36%
Advisory staff222
Individual clients148115123
Assets per client$838K$1.1M$1.1M
Clients per advisor745862
Main custodianWells FargoSchwabAxos Clearing
Filing with the SEC since202120242021
Tools in their stack–51
People on Advicer.bio222

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

ToolSurience Private Wealth LLCMiddleton & CompanyWealthmark, LLC
Custodial Platform
Axos––Uses it
Charles Schwab–Uses it–
Client File Sharing
Box–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Surience Private Wealth LLC: Wells Fargo · Middleton & Company: Schwab · Wealthmark, LLC: Axos Clearing