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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 Acrylic Financial, Inc. (swap one in):+ Palm Capital Group LLC $77.2M+ Wealthboost Advisors, LLC $77.2M · San Francisco, CA+ Guide Financial Planning $69.9M · Shoreview, MN+ George Papadopoulos, CPA/Pfs,CFP $69.8M
Fountain Hills, AZ
Williamsville, NY
Assets under management$73.5M$77.2M$77.2M
Asset growth, last 2 years−13%––
Advisory staff2112
Individual clients30768469
Assets per client$240K$1.1M$165K
Clients per advisor1568235
Main custodianInteractive Brokers––
Filing with the SEC since202220262026
Tools in their stack14–
People on Advicer.bio2011

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

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.

ToolAcrylic Financial, Inc.Objective Wealth, LLCO'bannon & Davis Inc.
Advisor Lead Gen
Fee-Only Network–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Portfolio Management
OrionUses it––

Custodians on Form ADV: Acrylic Financial, Inc.: Interactive Brokers · Objective Wealth, LLC: none listed · O'bannon & Davis Inc.: none listed