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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):+ Toomey Investment Management, Inc $321M · Wallingford, CT+ Hw Capital LLC $321M · Santa Monica, CA+ Aspire Wealth Architects $290.3M · Wexford, PA+ Impactfolio LLC $288.9M · Denver, CO
Louisville, CO
Austin, TX
Littleton, CO
Assets under management$305.6M$321M$324.5M
Asset growth, last 2 years+55%+19%+21%
Advisory staff616
Individual clients508119366
Assets per client$602K$2.7M$887K
Clients per advisor8511961
Main custodianSEISchwabSEI
Filing with the SEC since202220242020
Tools in their stack3––
People on Advicer.bio615

From each firm's latest Form ADV (Oct 2026, Aug 2026, May 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, LLCWhipplewood Advisors, LLC
Custodial Platform
LPL Financial (ClientWorks)Uses it––
SEIUses it––
Financial Planning
eMoneyUses it––

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