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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 Triple Crown Wealth Management (swap one in):+ R5 Capital Management $15M+ Elevation Haven Financial $15M+ Ronald A. Bartlett & Associates, LTD $13.5M · Flushing, NY+ Finn Wealth Management LLC $13.5M · Spokane, WA
Lexington, KY
Lansing, MI
Assets under management$14.3M$15M$15M
Asset growth, last 2 years–––
Advisory staff211
Individual clients2171622
Assets per client$66K$936K$681K
Clients per advisor1091622
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack2–10
People on Advicer.bio211

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

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.

ToolTriple Crown Wealth ManagementNewage Advisors LLCFrontier Financial Planning
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Advisory Fee Billing
AdvicePay––Uses it
AI Platforms
Google Gemini––Uses it
Client File Sharing
Dropbox––Uses it
Compliance
SmartRIA––Uses it
CRM
Wealthbox––Uses it
E-Signature
DocuSign––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Retirement Planning
Income Lab––Uses it
Schedule Apps
Calendly––Uses it
TAMP
GeoWealth––Uses it