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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 Wealthbuilders Investments (swap one in):+ Balanced Financial Planning, Inc. $181.3M · Overland Park, KS+ Front Porch Financial Advisory $181.3M · Charlotte, NC+ Foundry Wealth Advisors, LLC $163.4M · Baltimore, MD+ Bell City Wealth, Inc. $163.3M · Hillsboro, OH
Greenwood Village, CO
Tampa, FL
Ellisville, MO
Assets under management$172.6M$181.3M$163.4M
Asset growth, last 2 years+42%+18%+41%
Advisory staff611
Individual clients26777159
Assets per client$647K$2.4M$1M
Clients per advisor4577159
Main custodianSchwabSchwabSchwab
Filing with the SEC since20232012 or earlier2022
Tools in their stack–2–
People on Advicer.bio311

From each firm's latest Form ADV (Jul 2026, Feb 2026, Jan 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.Risley Capital Management LLC
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Wealthbuilders Investments: Schwab, LPL Financial · Rutherford Asset Planning, Inc.: Schwab · Risley Capital Management LLC: Schwab