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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+ Griffin Black, LLC $355.5M · Redwood City, CA+ Asset Preservation Group Inc $321.2M · Grapevine, TX+ Advisors Financial, Inc. $321.2M · Mclean, VA
Maple Grove, MN
Assets under management$338.1M$355.1M$355M
Asset growth, last 2 years+32%–+50%
Advisory staff251
Individual clients94412–
Assets per client$3.6M$862K–
Clients per advisor4782–
Main custodianFidelity–J.P. Morgan
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack32–
People on Advicer.bio251

From each firm's latest Form ADV (Mar 2026, Jan 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 LLCFpnavigatorsTompkins & Co.
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses 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 · Tompkins & Co.: J.P. Morgan