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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 Zenith Wealth Advisors (swap one in):+ Archway Wealth Management, LLC $345.7M · Kirkwood, MO+ Rhp Wealth Management $344.8M · Houston, TX+ Nfwm $311.9M · Plano, TX+ Aim Capital $309.3M · Scottsdale, AZ
Scottsdale, AZ
Pewaukee, WI
Saratoga Springs, NY
Assets under management$328.3M$345.3M$345.6M
Asset growth, last 2 years+47%+53%+67%
Advisory staff455
Individual clients85283328
Assets per client$3.9M$1.2M$1.1M
Clients per advisor215766
Main custodianSchwab–Schwab
Filing with the SEC since202220232012 or earlier
Tools in their stack214
People on Advicer.bio456

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

ToolZenith Wealth AdvisorsFortress Planning GroupContinuum Wealth Advisors, LLC
Advisor Lead Gen
Wealthtender––Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Planning Light
Advyzon––Uses it
Prospecting
Wealthfeed––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Zenith Wealth Advisors: Schwab · Fortress Planning Group: none listed · Continuum Wealth Advisors, LLC: Schwab