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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 Advisor.com (swap one in):+ Palisade Wealth Management $133.2M · Draper, UT+ Acadia Legacy Group $133.2M · Clive, IA+ Stonefield Investment Advisory, Inc. $120.3M · Cedar Rapids, IA+ Hms Financial Services, LLC $118.5M · Columbia, SC
Charleston, SC
Rock Hill, SC
Anoka, MN
Assets under management$126.8M$133.6M$120.5M
Asset growth, last 2 years+118%+307%+49%
Advisory staff331
Individual clients426166155
Assets per client$298K$805K$777K
Clients per advisor14255155
Main custodianAltruist–Fidelity
Filing with the SEC since20232012 or earlier2022
Tools in their stack3–4
People on Advicer.bio331

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

ToolAdvisor.comAnderson Griggs InvestmentsTrott Brook Financial
Advisor Lead Gen
Advisor.comUses it––
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it–Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Advisor.com: Altruist · Anderson Griggs Investments: none listed · Trott Brook Financial: Fidelity