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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):+ Integrated Financial Solutions, Inc. $303.3M · Reston, VA+ Clientfirst Wealth Management, LLC $302.8M · Little Rock, AR+ James River Asset Management, LLC $273.8M · Midlothian, VA+ Truewealth Financial Partners $273.7M · Bellevue, WA
Encampment, WY
Ocean Grove, NJ
Assets under management$288.4M$303.3M$273.9M
Asset growth, last 2 years+21%+38%+57%
Advisory staff642
Individual clients326206338
Assets per client$885K$1.5M$810K
Clients per advisor5452169
Main custodianLPL FinancialFidelityInteractive Brokers
Filing with the SEC since202120212021
Tools in their stack3–2
People on Advicer.bio742

From each firm's latest Form ADV (Jul 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.

ToolTraction Financial PartnersBeckerman WealthUdine Wealth Management Inc.
Custodial Platform
Interactive Brokers––Uses it
Financial Planning
eMoneyUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Traction Financial Partners: LPL Financial · Beckerman Wealth: Fidelity · Udine Wealth Management Inc.: Interactive Brokers