Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Wealthbuilders Investments (swap one in):+ Spahn Wealth & Retirement LLC $181.4M · Scottsdale, AZ+ Front Porch Financial Advisory $181.3M · Charlotte, NC+ Risley Capital Management LLC $163.4M · Ellisville, MO+ Foundry Wealth Advisors, LLC $163.4M · Baltimore, MD
Greenwood Village, CO
Tampa, FL
Overland Park, KS
Assets under management$172.6M$181.3M$181.3M
Asset growth, last 2 years+42%+18%+37%
Advisory staff611
Individual clients2677780
Assets per client$647K$2.4M$2.3M
Clients per advisor457780
Main custodianSchwabSchwabFidelity
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack–23
People on Advicer.bio311

From each firm's latest Form ADV (Jul 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.

ToolWealthbuilders InvestmentsRutherford Asset Planning, Inc.Balanced Financial Planning, Inc.
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon–Uses itUses it

Custodians on Form ADV: Wealthbuilders Investments: Schwab, LPL Financial · Rutherford Asset Planning, Inc.: Schwab · Balanced Financial Planning, Inc.: Fidelity