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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 Townsend (swap one in):+ Beam Wealth Advisors, Inc. $1.6B · Covington, LA+ Alta Capital Management LLC $1.6B · Salt Lake City, UT+ D'orazio Wealth Advisors $1.44B · Vienna, VA+ Campbell Newman Asset Management Inc $1.44B · Milwaukee, WI
Westminster, CO
Denver, CO
Woodbury, NY
Assets under management$1.52B$1.64B$1.44B
Asset growth, last 2 years+36%+448%+70%
Advisory staff11395
Individual clients1,5142,734359
Assets per client$1M$601K$4M
Clients per advisor1387072
Main custodianFidelityFidelityFidelity
Filing with the SEC since2012 or earlier20222013
Tools in their stack–14
People on Advicer.bio18505

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

ToolTownsendBuck Wealth Strategies, LLCFusion Family Wealth, LLC
Custodial Platform
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)––Uses it
CRM
HubSpot––Uses it
Portfolio Management
Envestnet––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Townsend: Fidelity · Buck Wealth Strategies, LLC: Fidelity, Schwab · Fusion Family Wealth, LLC: Fidelity, Pershing