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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+ Risley Capital Management LLC $163.4M · Ellisville, MO+ Foundry Wealth Advisors, LLC $163.4M · Baltimore, MD
Greenwood Village, CO
Tampa, FL
Scottsdale, AZ
Assets under management$172.6M$181.3M$181.4M
Asset growth, last 2 years+42%+18%+80%
Advisory staff611
Individual clients26777133
Assets per client$647K$2.4M$1.4M
Clients per advisor4577133
Main custodianSchwabSchwabSchwab
Filing with the SEC since20232012 or earlier2022
Tools in their stack–21
People on Advicer.bio311

From each firm's latest Form ADV (Jul 2026, Feb 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.

ToolWealthbuilders InvestmentsRutherford Asset Planning, Inc.Spahn Wealth & Retirement LLC
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney––Uses it
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Wealthbuilders Investments: Schwab, LPL Financial · Rutherford Asset Planning, Inc.: Schwab · Spahn Wealth & Retirement LLC: Schwab