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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+ Impactfolio LLC $288.9M · Denver, CO
Louisville, CO
Austin, TX
Wallingford, CT
Assets under management$305.6M$321M$321M
Asset growth, last 2 years+55%+19%+45%
Advisory staff613
Individual clients5081191,291
Assets per client$602K$2.7M$249K
Clients per advisor85119430
Main custodianSEISchwabFidelity
Filing with the SEC since202220242012 or earlier
Tools in their stack3–2
People on Advicer.bio613

From each firm's latest Form ADV (Oct 2026, Aug 2026, Jan 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, LLCToomey Investment Management, Inc
Custodial Platform
LPL Financial (ClientWorks)Uses it––
SEIUses it––
Client Data Gathering
Jotform––Uses it
Financial Planning
eMoneyUses it–Uses it

Custodians on Form ADV: Varra Financial: SEI, LPL Financial · Founder Family Financial, LLC: Schwab · Toomey Investment Management, Inc: Fidelity