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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 4thought Financial Group Inc. (swap one in):+ Apex Capital Management, L.l.c. $225.2M · Lafayette, LA+ The Perspective Group $225.1M · Lawrence, KS+ Lightsquare Wealth Management, LLC $203.5M · Bingham Farms, MI+ Element Squared Private Wealth $203.5M · Minneapolis, MN
Syosset, NY
Pittsford, NY
Hauppauge, NY
Assets under management$214.3M$225.8M$202.7M
Asset growth, last 2 years+46%+18%−88%
Advisory staff535
Individual clients29793199
Assets per client$722K$2.4M$1M
Clients per advisor593140
Main custodianFolioSchwabAmerican Trust Custody
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack3––
People on Advicer.bio535

From each firm's latest Form ADV (Jan 2026, Apr 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.

Tool4thought Financial Group Inc.Professional FinancialCfm Advisors Inc
CRM
HubSpotUses it––
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––

Custodians on Form ADV: 4thought Financial Group Inc.: Folio · Professional Financial: Schwab · Cfm Advisors Inc: American Trust Custody