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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 Traction Financial Partners (swap one in):+ Campbell Capital Management Inc $303.3M · Miami, FL+ Integrated Financial Solutions, Inc. $303.3M · Reston, VA+ Udine Wealth Management Inc. $273.9M+ James River Asset Management, LLC $273.8M · Midlothian, VA
Encampment, WY
Ocean Grove, NJ
Little Rock, AR
Assets under management$288.4M$303.3M$302.8M
Asset growth, last 2 years+21%+38%+37%
Advisory staff642
Individual clients32620654
Assets per client$885K$1.5M$5.6M
Clients per advisor545227
Main custodianLPL FinancialFidelityRaymond James
Filing with the SEC since202120212012 or earlier
Tools in their stack3–3
People on Advicer.bio742

From each firm's latest Form ADV (Jul 2026, Mar 2026, May 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.

ToolTraction Financial PartnersBeckerman WealthClientfirst Wealth Management, LLC
Advisor Lead Gen
Comparison Adviser––Uses it
Financial Planning
eMoneyUses it––
Proposal Generation/Sales Enablement
NitrogenUses it–Uses it
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: Traction Financial Partners: LPL Financial · Beckerman Wealth: Fidelity · Clientfirst Wealth Management, LLC: Raymond James