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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 Aft, Forsyth & Sober, LLC (swap one in):+ Archvest Wealth Advisors, Inc. $387M · Concord, CA+ Southwest Investment Advisors, Inc. $386.9M · Tucson, AZ+ Aragon Capital LLC $349.3M · Fort Lauderdale, FL+ Heritage Oak Wealth Advisors $347.4M · Santa Rosa Beach, FL
Valrico, FL
Miami, FL
Assets under management$368.5M$389.4M$386.9M
Asset growth, last 2 years+30%+18%+48%
Advisory staff282
Individual clients6404
Assets per client$61.4M$9.7M$96.7M
Clients per advisor352
Main custodianSchwabJ.P. MorganFidelity
Filing with the SEC since2012 or earlier20192014
Tools in their stack–––
People on Advicer.bio23–

From each firm's latest Form ADV (May 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Aft, Forsyth & Sober, LLC: Schwab · In on Capital: J.P. Morgan, UBS, Morgan Stanley · Missionpoint Partners LLC: Fidelity