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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 Upstream Financial Advisors LLC (swap one in):+ Greenhill Financial Partners $27.1M · Rutland, VT+ Percension Wealth Advisors, LLC $27.1M+ Hilltop Financial Advisors $24.5M · Milwaukee, WI+ D2 Capital Management $24.5M · Jacksonville, FL
East Lansing, MI
Minnetonka, MN
Assets under management$25.8M$27.1M$24.5M
Asset growth, last 2 years–––
Advisory staff213
Individual clients313436
Assets per client$833K$797K$681K
Clients per advisor163412
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack127
People on Advicer.bio2–3

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

Tech stacks

1 tool 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.

ToolUpstream Financial Advisors LLCDrivenwealth, LLCFidere Advisors
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)––Uses it
Investment Data/Analytics
Morningstar––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses itUses itUses it
Video Meetings & Messaging
Zoom––Uses it
Website Builders
Wix–Uses itUses it