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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+ Element Squared Private Wealth $203.5M · Minneapolis, MN+ Cfm Advisors Inc $202.7M · Hauppauge, NY
Syosset, NY
Pittsford, NY
Bingham Farms, MI
Assets under management$214.3M$225.8M$203.5M
Asset growth, last 2 years+46%+18%+81%
Advisory staff532
Individual clients29793172
Assets per client$722K$2.4M$1.2M
Clients per advisor593186
Main custodianFolioSchwabRaymond James
Filing with the SEC since2012 or earlier20162023
Tools in their stack3–2
People on Advicer.bio533

From each firm's latest Form ADV (Jan 2026, Apr 2026, Jun 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 FinancialLightsquare Wealth Management, LLC
CRM
HubSpotUses it––
Custodial Platform
Raymond James––Uses it
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: 4thought Financial Group Inc.: Folio · Professional Financial: Schwab · Lightsquare Wealth Management, LLC: Raymond James