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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):+ Hibernia Wealth Partners, LLC $372.5M · Baton Rouge, LA+ Callahan Wealth Advisory $372.2M+ Journey Financial Group, Inc. $336.5M · Buffalo Grove, IL+ Adg Wealth Management Group, LLC $336.3M · Metairie, LA
Portland, OR
Stamford, CT
Southborough, MA
Assets under management$354.3M$372.1M$372.1M
Asset growth, last 2 years+34%+37%+31%
Advisory staff646
Individual clients2996261
Assets per client$1.2M$62M$1.4M
Clients per advisor50244
Main custodianSchwabGoldman SachsSchwab
Filing with the SEC since202120212017
Tools in their stack4–4
People on Advicer.bio7–5

From each firm's latest Form ADV (Oct 2026, Apr 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 LLCLivelife Capital Partners LLC
Custodial Platform
Charles SchwabUses it–Uses it
NetX360 (Pershing)––Uses it
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
OrionUses it––
Schedule Apps
Acuity SchedulingUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Wealth Advisors Nw: Schwab · Rpo LLC: Goldman Sachs · Livelife Capital Partners LLC: Schwab, Pershing