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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):+ The Butler Group LLC $21.9M+ Money Calculus LLC $21.9M+ Icon Financial Services LLC $19.7M · Portland, OR+ Copia Wealth Management Advisors, Inc. $19.7M · San Diego, CA
West Des Moines, IA
Assets under management$20.8M$21.9M$21.8M
Asset growth, last 2 years––+206%
Advisory staff111
Individual clients45498
Assets per client$462K$446K$2.7M
Clients per advisor45498
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack7–3
People on Advicer.bio211

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

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 LLCPacific Wealth Partners, LLC
Custodial Platform
Charles SchwabUses it–Uses it
AltruistUses it––
VanguardUses it––
Website Builders
Squarespace––Uses it
WixUses it––
Client File Sharing
BoxUses it––
Email & Office Suites
Microsoft 365––Uses it
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Total Wealth: none listed · Bks Wealth LLC: none listed · Pacific Wealth Partners, LLC: Schwab