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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 Wealth Advisors Nw (swap one in):+ Callahan Wealth Advisory $372.2M+ Livelife Capital Partners LLC $372.1M · Southborough, MA+ Adg Wealth Management Group, LLC $336.3M · Metairie, LA+ Lonestar Registered Investment Advisors, LLC $336.2M · Lubbock, TX
Portland, OR
Stamford, CT
Buffalo Grove, IL
Assets under management$354.3M$372.1M$336.5M
Asset growth, last 2 years+34%+37%+43%
Advisory staff646
Individual clients2996323
Assets per client$1.2M$62M$1M
Clients per advisor50254
Main custodianSchwabGoldman SachsPershing
Filing with the SEC since202120212014
Tools in their stack4––
People on Advicer.bio7–5

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

ToolWealth Advisors NwRpo LLCJourney Financial Group, Inc.
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
OrionUses it––
Schedule Apps
Acuity SchedulingUses it––

Custodians on Form ADV: Wealth Advisors Nw: Schwab · Rpo LLC: Goldman Sachs · Journey Financial Group, Inc.: Pershing