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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 Able Money LLC (swap one in):+ Scipione Wealth Advisors, Inc. $41.2M · Wyckoff, NJ+ Tax Favored Retirement $41.2M · Kansas City, MO+ Nest Egg Financial Advisors $37.2M+ Sc Wealth Advisors $37.2M · Oakbrook Terrace, IL
Venice, FL
Cullman, AL
Assets under management$39.2M$41.2M$37.2M
Asset growth, last 2 years–––
Advisory staff122
Individual clients21296189
Assets per client$1.9M$139K$197K
Clients per advisor2114895
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––1
People on Advicer.bio122

From each firm's latest Form ADV (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.

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.

ToolAble Money LLCFerris Wheel Finance, Inc.Next Phase Advisors
Schedule Apps
Calendly––Uses it