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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 Union Capital Company (swap one in):+ Strategic Wealth Management, LLC $157.8M · Bedford, TX+ Copia Wealth Management $157.5M · Bend, OR+ Foothills Advisors, LLC $142.1M · Cave Creek, AZ+ Fortress Financial Solutions, LLC $142M · Tucson, AZ
Tucson, AZ
Brunswick, ME
Sebring, FL
Assets under management$150M$157.7M$157.7M
Asset growth, last 2 years−17%+13%–
Advisory staff1113
Individual clients41458428
Assets per client$362K$2.7M$369K
Clients per advisor3858143
Main custodianRBCRBCSchwab
Filing with the SEC since202120172024
Tools in their stack1–2
People on Advicer.bio913

From each firm's latest Form ADV (Aug 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.

ToolUnion Capital CompanyOutfitter FinancialWaypoints Financial
Custodial Platform
Charles SchwabUses it–Uses it
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Union Capital Company: RBC, Fidelity · Outfitter Financial: RBC · Waypoints Financial: Schwab