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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 Total Wealth (swap one in):+ Money Calculus LLC $21.9M+ Pacific Wealth Partners, LLC $21.8M+ Copia Wealth Management Advisors, Inc. $19.7M · San Diego, CA+ Austin Financial Strategies, Inc. $19.7M · Indianapolis, IN
West Des Moines, IA
Portland, OR
Assets under management$20.8M$21.9M$19.7M
Asset growth, last 2 years––+1,780%
Advisory staff113
Individual clients45494,178
Assets per client$462K$446K$5K
Clients per advisor45491,393
Main custodian––Apex Clearing
Filing with the SEC since202620262019
Tools in their stack7––
People on Advicer.bio213

From each firm's latest Form ADV (Aug 2026, Jun 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.

ToolTotal WealthBks Wealth LLCIcon Financial Services LLC
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
VanguardUses it––
Client File Sharing
BoxUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Total Wealth: none listed · Bks Wealth LLC: none listed · Icon Financial Services LLC: Apex Clearing