Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Union Capital Company (swap one in):+ Waypoints Financial $157.7M · Sebring, FL+ Copia Wealth Management $157.5M · Bend, OR+ The Advisors Group $142.4M · Lubbock, TX+ Foothills Advisors, LLC $142.1M · Cave Creek, AZ
Tucson, AZ
Brunswick, ME
Tucson, AZ
Assets under management$150M$157.7M$142M
Asset growth, last 2 years−17%+13%–
Advisory staff1118
Individual clients41458278
Assets per client$362K$2.7M$511K
Clients per advisor385835
Main custodianRBCRBCSchwab
Filing with the SEC since202120172024
Tools in their stack1–4
People on Advicer.bio918

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

ToolUnion Capital CompanyOutfitter FinancialFortress Financial Solutions, LLC
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Union Capital Company: RBC, Fidelity · Outfitter Financial: RBC · Fortress Financial Solutions, LLC: Schwab