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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 Wealthspan Partners, LLC (swap one in):+ Trueblood Wealth Management, LLC $474.1M · Lima, OH+ Cape Investment Advisory, Inc. $473.7M · Mcdonough, GA+ Legacy Bridge Private Family Offices $425.8M · West Des Moines, IA+ Quad-Cities Investment Group, LLC $425.5M · Davenport, IA
Davenport, IA
Woodbury, NY
Assets under management$451.1M$473.8M$473.9M
Asset growth, last 2 years+60%+43%+46%
Advisory staff5211
Individual clients5262461,227
Assets per client$858K$1.9M$386K
Clients per advisor105123112
Main custodianFidelity–Fidelity
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack1–1
People on Advicer.bio6–10

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

ToolWealthspan Partners, LLCSpielberger & Brooks, Inc.Markowski Investments
CRM
HubSpot––Uses it
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Wealthspan Partners, LLC: Fidelity · Spielberger & Brooks, Inc.: none listed · Markowski Investments: Fidelity, Schwab