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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):+ Continuum Wealth Advisors, LLC $345.6M · Saratoga Springs, NY+ Rhp Wealth Management $344.8M · Houston, TX+ Nfwm $311.9M · Plano, TX+ Aim Capital $309.3M · Scottsdale, AZ
Scottsdale, AZ
Pewaukee, WI
Waseca, MN
Assets under management$328.3M$345.3M$311.6M
Asset growth, last 2 years+47%+53%–
Advisory staff455
Individual clients85283714
Assets per client$3.9M$1.2M$436K
Clients per advisor2157143
Main custodianSchwab–SEI
Filing with the SEC since202220232024
Tools in their stack21–
People on Advicer.bio456

From each firm's latest Form ADV (Mar 2026, Aug 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 GroupIwealth
Custodial Platform
Charles SchwabUses it––
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Zenith Wealth Advisors: Schwab · Fortress Planning Group: none listed · Iwealth: SEI, LPL Financial