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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 Vested Financial Planning, LLC (swap one in):+ Expressive Wealth LLC $165.2M · Chicago, IL+ Runnymede Capital Advisors, Inc. $165.1M+ Bellingham Capital $149.2M · Bellingham, WA+ Harborfront Financial Group $149M · Ludington, MI
Austin, TX
Assets under management$157.2M$165.1M$149M
Asset growth, last 2 years+55%+17%–
Advisory staff111
Individual clients3712431
Assets per client$4.2M$1.3M$4.8M
Clients per advisor3712431
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420212024
Tools in their stack–13
People on Advicer.bio111

From each firm's latest Form ADV (Mar 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.

ToolVested Financial Planning, LLCEffective AssetsBrookline Wealth, LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Performance Reporting
Addepar––Uses it
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Vested Financial Planning, LLC: Schwab · Effective Assets: Schwab · Brookline Wealth, LLC: Schwab