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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 626 Financial, LLC (swap one in):+ Pioneer Wealth Management Group $399.2M · Austin, TX+ Trinity Wealth Management, LLC $399.2M · Berwyn, PA+ Goldman Lancaster, Inc. $360.5M · Long Beach, CA+ Cascade Investment Advisors, Inc. $360.4M · Oregon City, OR
Portage, MI
Orchard Park, NY
Champaign, IL
Assets under management$379.6M$399.1M$398.6M
Asset growth, last 2 years+32%+33%+143%
Advisory staff574
Individual clients451351784
Assets per client$842K$1.1M$508K
Clients per advisor9050196
Main custodianLPL FinancialSchwabFidelity
Filing with the SEC since20202012 or earlier2021
Tools in their stack121
People on Advicer.bio572

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, LLCLester Financial Group, LLC
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
FMG (FMG Suite)Uses it––
Planning Light
Advyzon––Uses it

Custodians on Form ADV: 626 Financial, LLC: LPL Financial · Waterford Advisors, LLC: Schwab · Lester Financial Group, LLC: Fidelity