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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 Addington Financial Group LLC (swap one in):+ Stone Oak Wealth Management, LLC $355.6M · San Antonio, TX+ Tompkins & Co. $355M+ Asset Preservation Group Inc $321.2M · Grapevine, TX+ Advisors Financial, Inc. $321.2M · Mclean, VA
Maple Grove, MN
Redwood City, CA
Assets under management$338.1M$355.1M$355.5M
Asset growth, last 2 years+32%–+62%
Advisory staff255
Individual clients94412171
Assets per client$3.6M$862K$2.1M
Clients per advisor478234
Main custodianFidelity–Pershing
Filing with the SEC since2012 or earlier20242019
Tools in their stack325
People on Advicer.bio254

From each firm's latest Form ADV (Mar 2026, Jan 2026, Sep 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.

ToolAddington Financial Group LLCFpnavigatorsGriffin Black, LLC
Custodial Platform
Altruist––Uses it
Charles Schwab–Uses it–
NetX360 (Pershing)––Uses it
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Financial Planning
eMoney–Uses itUses it
Planning Light
AdvyzonUses it––
Schedule Apps
Acuity SchedulingUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Addington Financial Group LLC: Fidelity · Fpnavigators: none listed · Griffin Black, LLC: Pershing