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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 Varra Financial (swap one in):+ Whipplewood Advisors, LLC $324.5M · Littleton, CO+ Hw Capital LLC $321M · Santa Monica, CA+ Aspire Wealth Architects $290.3M · Wexford, PA+ Mbia Capital Advisors $290.2M · Cincinnati, OH
Louisville, CO
Austin, TX
Denver, CO
Assets under management$305.6M$321M$288.9M
Asset growth, last 2 years+55%+19%+50%
Advisory staff613
Individual clients508119126
Assets per client$602K$2.7M$2.3M
Clients per advisor8511942
Main custodianSEISchwabSchwab
Filing with the SEC since202220242021
Tools in their stack3–4
People on Advicer.bio613

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

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.

ToolVarra FinancialFounder Family Financial, LLCImpactfolio LLC
Custodial Platform
LPL Financial (ClientWorks)Uses it––
SEIUses it––
Schedule Apps
Calendly––Uses it
OnceHub––Uses it
Advisor Lead Gen
Fee-Only Network––Uses it
Financial Planning
eMoneyUses it–Uses it

Custodians on Form ADV: Varra Financial: SEI, LPL Financial · Founder Family Financial, LLC: Schwab · Impactfolio LLC: Schwab