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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 Whisper Financial (swap one in):+ Affirmative Financial Services $1.7M+ Finance 180 $1.7M+ Streamline Advisory $1.5M · Bellingham, WA+ Farm and Community Advisory $1.5M
Satellite Beach, FL
Norwalk, CT
Assets under management$1.6M$1.7M$1.5M
Asset growth, last 2 years––−95%
Advisory staff111
Individual clients119–
Assets per client$143K$185K–
Clients per advisor119–
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack–7–
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Feb 2026, Jun 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

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.

ToolWhisper FinancialEppes Wealth ManagementVon Kohorn Research & Advisory, Inc.
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Advisor Lead Gen
Fee-Only Network–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Envestnet–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–