Resources

RIA tech stacks

200 RIAs ranked by how many tools and platforms (AdvisorTech, custodians and TAMPs) their people use or have reviewed on Advicer, or that we spotted on their website (client logins, scheduling links, forms). Industry-specific tools count first, so a website builder and Zoom don't make a big stack. Compare stacks with Stack Match · Work at an RIA? Add your stack.

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What these RIAs run on

The 40 most-used tools and platforms, each sized by how many of the 200 RIAs below use it. Hover for the numbers; click to open the tool.

#ToolsRIAMost usedPeopleAUM
128Absolute Capital, Calendly, College Aid Pro, Fynancial +16 more1$370.8M
2191
321
LPL Financial LLC
Fort Mill, SC
Holistiplan, RightCapital, LPL Financial (ClientWorks), Microsoft 365 +17 more3$819.12B
418
Core Planning
Ofallon, MO
AdvicePay, Altruist, Asset-Map, Box +14 more1$525M
517Charles Schwab, Clearnomics, CurrentClient, DocuSign +13 more1$5.5M
616AdvicePay, Calendly, CurrentClient, DocuSign +12 more1$216K
714
Clarity Advisors
Buffalo, NY
Altruist, Charles Schwab, CurrentClient, Hazel +10 more1$13.7M
814Advyzon, Altruist, Carefull, Charles Schwab +10 more—$370.5M
9161Password, Archive Intel, Calendly, CanyonOps +12 more1$1.43B
10161
1113
Zenith Wealth Partners
Philadelphia, PA
AdvicePay, Altruist, Calendly, Charles Schwab +9 more1$151M
1211Altruist, Calendly, CurrentClient, eMoney +7 more—$32.5M
1313Claude for Financial Advisors, eMoney, FP Alpha, GReminders +9 more1$1.07B
1410Altruist, Betterment Advisor Solutions, Calendly, CurrentClient +6 more1$50.3M
1510Acuity Scheduling, Charles Schwab, Claude for Financial Advisors, eMoney +6 more1$712M
1610Calendly, Feathery, Holistiplan, Jump +6 more1$106.6M
1710
My Wealth Planners
Longmont, CO
AdvicePay, AdvisorEconomics, Advyzon, eMoney +6 more1$99M
1810Addepar, Blueleaf, Charles Schwab, eMoney +6 more—$2.82B
1910
Mariner Wealth
Overland Park, KS
—
2010
Darden Wealth Group
Ann Arbor, MI
AdvicePay, Calendly, Envestnet MoneyGuide, Global Relay +6 more—$379.6M
219Altruist, Calendly, CurrentClient, FMG +5 more1$17.6M
229
Advyzon, Charles Schwab, eMoney, Fi360 +5 more1$671.42B
2391$29.2M
249FirmScribe, LPL Financial (ClientWorks), Monarch, Orion +5 more1$210.1M
2591$100.4M
268
1$18M
2712Calendly, FMG, Holistiplan, LPL Financial (ClientWorks) +8 more1
2812
Moneco Advisors
Fairfield, CT
Adobe Sign, Charles Schwab, eMoney, Envestnet MoneyGuide +8 more—$2.28B
2911AdvicePay, Calendly, Charles Schwab, Fiduciary Decisions Inc. +7 more1$6B
3011AdvicePay, Calendly, Charles Schwab, Fiduciary Decisions Inc. +7 more1$10.17B
3111Calendly, Comply, CurrentClient, fpPathfinder +7 more1$34.2M
3210
January Capital Advisors
San Francisco, CA
Advyzon, Charles Schwab, EncorEstate Plans, Greenboard +6 more1$193.2M
3391$168.2M
349AdvicePay, Charles Schwab, Fee-Only Network, FinDash +5 more—$51.5M
358Advyzon, Amplify Reviews, Charles Schwab, eMoney +4 more—$210.4M
3611Claude for Financial Advisors, Conquest, Focal, Google Workspace +7 more1
3710Altruist, Box, Charles Schwab, Greenboard +6 more1$2.15B
3810Addepar, Box, Calendly, eMoney +6 more—$1.36B
3910AdvicePay, Calendly, DocuSign, Dropbox +6 more—$15M
409Altruist, Charles Schwab, Dispatch, Orion +5 more1$9.42B
419Addepar, Charles Schwab, eMoney, Envestnet MoneyGuide +5 more1$2.1B
4291$8.8M
439Fathom, Holistiplan, Orion, Redtail +5 more1$1.22B
449Charles Schwab, eMoney, Envestnet Tamarac, Flourish +5 more—$5.02B
459Asset-Map, Axos, Calendly, Charles Schwab +5 more—$212.8M
468AdvicePay, Altruist, Charles Schwab, CurrentClient +4 more1$20.8M
478Constant Contact, Holistiplan, Income Lab, Kwanti +4 more1
488Altruist, Charles Schwab, Hazel, Holistiplan +4 more1
498Claude for Financial Advisors, Holistiplan, Jump, LPL Financial (ClientWorks) +4 more1
508Advyzon, Altruist, Calendly, Charles Schwab +4 more—$57M
518Altruist, Capitect, Charles Schwab, Fee-Only Network +4 more—$78.9M
528Altruist, Calendly, Capitect, Charles Schwab +4 more—$28.9M
538
Wealth Mode
Bountiful, UT
—$12.5M
547AdvicePay, Charles Schwab, GeoWealth, Holistiplan +3 more1$209.8M
557
Farther
San Francisco, CA
advice.ai, EncorEstate Plans, Poseidon, TaxStatus +3 more1$16.01B
567Altruist, AssetMark, Calendly, Elements +3 more—$59.1M
577—$571.2M
587—$901.6M
597—$10.9B
607
Fpfoco
Fort Collins, CO
—$151.7M
617—$198.9M
626AdvicePay, Capitect, eMoney, Orion +2 more—$76.4M
636—$176M
646Blueleaf, Income Lab, NaviPlan (Advicent), OnceHub +2 more—$90.4M
65111Password, Calendly, Canva, DocuSign +7 more1
6611Altruist, Calendly, Google Gemini, Holistiplan +7 more—$15.8M
6710
AdviceOnly
San Diego, CA
1Password, AdvicePay, Archive, Calendly +6 more1
6810Charles Schwab, eMoney, Envestnet Tamarac, PreciseFP +6 more—$614.8M
699Calendly, Charles Schwab, Dropbox, Holistiplan +5 more1$116M
709AdvicePay, Advyzon, Altruist, Box +5 more—$19.4M
719Addepar, Box, Calendly, eMoney +5 more—$307.7M
728Altruist, Axos, Box, Calendly +4 more—$387.4M
738Blueleaf, Calendly, CFS (College Funding Solutions?), Charles Schwab +4 more—$9.5M
748—$60M
757
Lpl Enterprise, LLC
Fort Mill, SC
AdvicePay, eMoney, Exhibit A, Holistiplan +3 more1$24.94B
767Betterment Advisor Solutions, Charles Schwab, eMoney, Envestnet +3 more—$259.3M
777Charles Schwab, eMoney, NetX360 (Pershing), Orion +3 more—$610.4M
787—
797
Concentus Wealth Advisors
Newtown Square, PA
Addepar, Box, Charles Schwab, eMoney +3 more—$1.08B
807Altruist, Charles Schwab, eMoney, Envestnet Tamarac +3 more—$2.67B
817Altruist, Calendly, eMoney, Fee-Only Network +3 more—$155.8M
827AdvicePay, Altruist, Betterment Advisor Solutions, Calendly +3 more—$102.9M
837Charles Schwab, Dropbox, Elements, Income Lab +3 more—$29.5M
847Advyzon, Calendly, Charles Schwab, eMoney +3 more—$382.4M
857
Lido
Los Angeles, CA
—$42.5B
867AdvicePay, Altruist, Calendly, Income Lab +3 more—$14M
876
Tempo Wealth
Independence, OH
Advyzon, Altruist, Charles Schwab, eMoney +2 more1$804.3M
886Altruist, Charles Schwab, Hazel, Intelliflo +2 more1$41M
896
Brio Financial Group
San Francisco, CA
Altruist, Charles Schwab, eMoney, GReminders +2 more—$1.06B
906AdvicePay, Capitect, Charles Schwab, Fee-Only Network +2 more—$58.5M
916Advyzon, Charles Schwab, Envestnet MoneyGuide, NetX360 (Pershing) +2 more—$409.6M
926
Waverly Advisors, LLC
Birmingham, AL
Charles Schwab, eMoney, Envestnet Tamarac, Orion +2 more—$29.87B
936—$1.55B
946
—$3.9M
956
Invista Advisors
Montgomery, AL
Charles Schwab, eMoney, Envestnet Tamarac, Orion +2 more—$443.5M
966AdvisorStream, Advyzon, Charles Schwab, eMoney +2 more—$138.8M
976eMoney, Fee-Only Network, Jotform, Nitrogen +2 more—$308M
986—
995Addepar, Merrill, NetX360 (Pershing), U.S. Bank +1 more—$249M
1008Advyzon, Box, Charles Schwab, Dropbox +4 more—$262.5M
1018Advyzon, Calendly, Charles Schwab, Fee-Only Network +4 more—$236.5M
1028—$11.8M
1038Calendly, Charles Schwab, College Aid Pro, Envestnet +4 more—$114.9M
1048Altruist, Charles Schwab, Dropbox, Fee-Only Network +4 more—$43.6M
1057RIA Pulse, Charles Schwab, eMoney, HubSpot +3 more1$15.13B
1067
Fidere Advisors
Minnetonka, MN
—$24.5M
1077Charles Schwab, Envestnet MoneyGuide, Mailchimp, OnceHub +3 more—$656.1M
1087Calendly, Charles Schwab, CurrentClient, Flourish +3 more—
1097AdvicePay, Calendly, Charles Schwab, Comparison Adviser +3 more—$18.9M
1107—$90.5M
1117
Ignite Financial
Cedar Falls, IA
Altruist, Calendly, eMoney, Fee-Only Network +3 more—
1127Altruist, Calendly, Charles Schwab, CurrentClient +3 more—$9.1M
1137Charles Schwab, DocuSign, Guideline, Income Solver +3 more—$26.4M
1147Altruist, Calendly, Charles Schwab, eMoney +3 more—$16.7M
1157Altruist, Calendly, Capitect, Charles Schwab +3 more—$14.3M
1167Box, Calendly, Charles Schwab, CurrentClient +3 more—
1177AdvicePay, Calendly, Capitect, Charles Schwab +3 more—$636K
1187
Mount Vernon Financial
Mount Vernon, OH
Altruist, Calendly, Charles Schwab, Guideline +3 more—
1197
Steelpeak Wealth, LLC
Los Angeles, CA
Betterment Advisor Solutions, Charles Schwab, Envestnet MoneyGuide, Envestnet Tamarac +3 more—$4.15B
1207—$99M
1216Charles Schwab, eMoney, NetX360 (Pershing), Orion +2 more—$722.9M
1226
—$173.8M
1236—$36M
1246AdvicePay, Charles Schwab, Fee-Only Network, RightCapital +2 more—
1256
Alignpoint Wealth
Lakewood, CO
Capitect, Charles Schwab, Plan Confidence, RightCapital +2 more—$17.9M
1266Addepar, Charles Schwab, eMoney, iPaladin +2 more—$743.6M
1276Calendly, Income Lab, RightCapital, SEI +2 more—$52.4M
1286
Hb Wealth
Atlanta, GA
Amplify Reviews, Arch, Charles Schwab, NetX360 (Pershing) +2 more—$30.16B
1296Calendly, eMoney, Fee-Only Network, Focus Partners Advisor Solutions +2 more—$14.4M
1306Altruist, Charles Schwab, eMoney, Fee-Only Network +2 more—$449M
1316Advyzon, Altruist, Charles Schwab, RightCapital +2 more—$70.2M
1326Altruist, Asset-Map, Calendly, Income Solver +2 more—$95M
1336—$702.3M
1346Blueleaf, Charles Schwab, RightCapital, SEI +2 more—$319M
1356AdvicePay, Altruist, Charles Schwab, eMoney +2 more—$46.5M
1366Calendly, Charles Schwab, Fee-Only Network, Money Quotient +2 more—$9.3M
1376—$47.8M
1386Betterment Advisor Solutions, Blueleaf, Calendly, Charles Schwab +2 more—$47.9M
1396Altruist, Calendly, Charles Schwab, Nitrogen +2 more—$19.2M
1406
Rhs Financial, LLC
San Francisco, CA
Advyzon, Calendly, Charles Schwab, eMoney +2 more—$219.8M
1416Calendly, Charles Schwab, eMoney, Nitrogen +2 more—$17.8M
1426
Evoadvisors
Richmond, VA
Altruist, Calendly, Charles Schwab, NetX360 (Pershing) +2 more—$337.2M
1436—$167M
1446—$3.3M
1456Betterment Advisor Solutions, Charles Schwab, Pageport, RightCapital +2 more—$13.4M
1466Altruist, Calendly, Dropbox, Fee-Only Network +2 more—$45.2M
1476Calendly, Charles Schwab, Circle Black, Nitrogen +2 more—$59M
1486
Crew Wealth Management
San Luis Obispo, CA
Asset-Map, Box, LPL Financial (ClientWorks), Nitrogen +2 more—
1496
Gateway Financial
Northfield, OH
Altruist, Calendly, Holistiplan, RightCapital +2 more—$40.8M
1506Charles Schwab, eMoney, LPL Financial (ClientWorks), Orion +2 more—$755.4M
1516Calendly, Charles Schwab, Envestnet, Interactive Brokers +2 more—$597.2M
1526Calendly, Charles Schwab, Fee-Only Network, Guideline +2 more—$42.2M
1536AdvicePay, Altruist, Calendly, RightCapital +2 more—$60.2M
1546Calendly, Charles Schwab, Fee-Only Network, RightCapital +2 more—$27.2M
1556Altruist, Calendly, Charles Schwab, NetX360 (Pershing) +2 more—$316M
1566AdvicePay, Betterment Advisor Solutions, Charles Schwab, Fee-Only Network +2 more—$4M
1576Charles Schwab, eMoney, Retirement Analyzer, ShareFile +2 more—$690.7M
1586
Vitality Wealth
Idaho Falls, ID
Advyzon, Altruist, Calendly, Fee-Only Network +2 more—$9.1M
1596Acuity Scheduling, Altruist, Betterment Advisor Solutions, Fee-Only Network +2 more—$27.1M
1606
Hdq Wealth
Kansas City, MO
Betterment Advisor Solutions, Charles Schwab, Monarch, Orion +2 more—$49.2M
1616AdvicePay, Box, eMoney, GeoWealth +2 more—$18.8M
1626AdvicePay, Altruist, Calendly, Fee-Only Network +2 more—$101.1M
1636Altruist, Charles Schwab, Guideline, RightCapital +2 more—$28.3M
1646Charles Schwab, eMoney, Envestnet, Human Interest +2 more—
1656AdvicePay, Altruist, Calendly, Charles Schwab +2 more—
1665
Kinetic Wealth
Knoxville, TN
Altruist, Dropbox, Hazel, MyRepChat +1 more1$18.9M
1675Charles Schwab, eMoney, NetX360 (Pershing), Nitrogen +1 more—$587.1M
1685AdvicePay, Altruist, Capitect, Charles Schwab +1 more—$27.3M
1695Betterment Advisor Solutions, Calendly, Capitect, ProConnect +1 more—$108.8M
1705
Navigate 401k, LLC
Birmingham, AL
Altruist, Empower, Income Solver, Vestwell +1 more—$317.9M
1715Charles Schwab, Fee-Only Network, OnceHub, RightCapital +1 more—$30.2M
1725Charles Schwab, eMoney, Fee-Only Network, OnceHub +1 more—$74M
1735
Griffin Black, LLC
Redwood City, CA
Altruist, eMoney, Envestnet Tamarac, HubSpot +1 more—$355.5M
1745Altruist, Interactive Brokers, RightCapital, Wealth.com +1 more—$50.7M
1755Charles Schwab, Envestnet MoneyGuide, Envestnet Tamarac, Fee-Only Network +1 more—$54.5M
1765
Gratke Wealth, LLC
Hillsboro, OR
Altruist, AssetMark, Blueleaf, RightCapital +1 more—$27M
1775eMoney, Fee-Only Network, Jotform, Orion +1 more—$102.8M
1785Altruist, Charles Schwab, Envestnet MoneyGuide, Envestnet Tamarac +1 more—$397.2M
1795Advyzon, Asset-Map, Calendly, Nitrogen +1 more—$284.7M
1805
N Financial Plans
Huntington, NY
Betterment Advisor Solutions, Charles Schwab, RightCapital, WealthReach +1 more—$65.2M
1815Calendly, eMoney, RightCapital, Slant +1 more—$223.1M
1825Calendly, eMoney, PreciseFP, RightCapital +1 more—$13.6M
1835Charles Schwab, Circle Black, Fee-Only Network, Orion +1 more—$49.7M
1845AdvicePay, Altruist, OnceHub, RightCapital +1 more—
1855
Rca Wealth Strategies LLC
Overland Park, KS
Advyzon, Altruist, Orion, RightCapital +1 more—$64.1M
1865
Wealth Script Advisors
San Francisco, CA
Blueleaf, Charles Schwab, eMoney, GReminders +1 more—$121.4M
1875Charles Schwab, eMoney, NetX360 (Pershing), SS&C Black Diamond +1 more—$4.91B
1885eMoney, Snappy Kraken, SS&C Black Diamond, Wealthscape (Fidelity) +1 more—$8.29B
1895Betterment Advisor Solutions, Charles Schwab, Orion, PreciseFP +1 more—$172.8M
1905
Abbit Management Corp
Grand Haven, MI
Altruist, Nitrogen, RightCapital, SEI +1 more—$282.4M
1915
Abri LLC
Lexington, KY
Altruist, Calendly, Income Lab, RightCapital +1 more—$114.4M
1925Altruist, Calendly, RightCapital, SEI +1 more—$12.5M
1935Advyzon, OnceHub, Personal Fund, Squarespace +1 more—$408.4M
1945eMoney, Financial Advisors (Plan the Possibilities), Nitrogen, SS&C Black Diamond +1 more—$111.3M
1955
Everoak Wealth Co
Colorado Springs, CO
AdviceWorks, Box, eMoney, NetX360 (Pershing) +1 more—
1965Charles Schwab, eMoney, SS&C Black Diamond, WealthReach +1 more—$1.12B
1975eMoney, NetX360 (Pershing), SEI, SS&C Black Diamond +1 more—$122.19B
1985Charles Schwab, eMoney, Envestnet, Orion +1 more—$971.3M
1995Advyzon, Charles Schwab, eMoney, Fee-Only Network +1 more—$339.6M
2005Amplify Reviews, Charles Schwab, Envestnet MoneyGuide, SS&C Black Diamond +1 more—$616.4M