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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+ Cfm Advisors Inc $202.7M · Hauppauge, NY
Syosset, NY
Pittsford, NY
Minneapolis, MN
Assets under management$214.3M$225.8M$203.5M
Asset growth, last 2 years+46%+18%+91%
Advisory staff536
Individual clients29793478
Assets per client$722K$2.4M$426K
Clients per advisor593180
Main custodianFolioSchwabFidelity
Filing with the SEC since2012 or earlier20162023
Tools in their stack3–1
People on Advicer.bio536

From each firm's latest Form ADV (Jan 2026, Apr 2026, Sep 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 FinancialElement Squared Private Wealth
CRM
HubSpotUses it––
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––

Custodians on Form ADV: 4thought Financial Group Inc.: Folio · Professional Financial: Schwab · Element Squared Private Wealth: Fidelity