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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 Aegis Wealth Management, Inc. (swap one in):+ Approach Retirement Advisors, LLC $227.5M · Birmingham, AL+ Jones & Associates Premier Financial Solutions $227.4M · Jacksonville, OR+ The Putney Financial Group LLC $205.4M · San Rafael, CA+ Rookwood Wealth Management, LLC $205.4M
Guthrie Center, IA
Walnut Creek, CA
Brookfield, WI
Assets under management$216.5M$227.4M$227.4M
Asset growth, last 2 years+51%+36%+43%
Advisory staff2743
Individual clients2,350201173
Assets per client$92K$1.1M$1.3M
Clients per advisor875058
Main custodianSchwabSchwabSchwab
Filing with the SEC since201920202012 or earlier
Tools in their stack153
People on Advicer.bio2663

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

ToolAegis Wealth Management, Inc.Echo45 Advisors LLCReview Services Inc
Custodial Platform
Altruist–Uses it–
Betterment Advisor Solutions–Uses it–
Charles Schwab––Uses it
Client File Sharing
ShareFile––Uses it
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses itUses it–

Custodians on Form ADV: Aegis Wealth Management, Inc.: Schwab · Echo45 Advisors LLC: Schwab · Review Services Inc: Schwab