Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 626 Financial, LLC (swap one in):+ Trinity Wealth Management, LLC $399.2M · Berwyn, PA+ Lester Financial Group, LLC $398.6M · Champaign, IL+ Goldman Lancaster, Inc. $360.5M · Long Beach, CA+ Acp Capital Management, LLC $360.3M · Miami, FL
Portage, MI
Orchard Park, NY
Oregon City, OR
Assets under management$379.6M$399.1M$360.4M
Asset growth, last 2 years+32%+33%+32%
Advisory staff574
Individual clients451351177
Assets per client$842K$1.1M$2M
Clients per advisor905044
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack121
People on Advicer.bio573

From each firm's latest Form ADV (Aug 2026, Mar 2026, Feb 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.

Tool626 Financial, LLCWaterford Advisors, LLCCascade Investment Advisors, Inc.
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
FMG (FMG Suite)Uses it––

Custodians on Form ADV: 626 Financial, LLC: LPL Financial · Waterford Advisors, LLC: Schwab · Cascade Investment Advisors, Inc.: Schwab