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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 Ag Financial (swap one in):+ Safe Harbor Retirement Planners $108.7M+ Quigley Financial LLC $108.6M+ Black Card Circle $98.3M+ Abe Capital Management, LLC $98.2M · Short Hills, NJ
Salt Lake City, UT
Austin, TX
Assets under management$103.5M$108.7M$108.7M
Asset growth, last 2 years−0%–−10%
Advisory staff212
Individual clients1755577
Assets per client$591K$2M$1.4M
Clients per advisor885539
Main custodianSchwab–Fidelity
Filing with the SEC since2012 or earlier20262012 or earlier
Tools in their stack1–1
People on Advicer.bio212

From each firm's latest Form ADV (Feb 2026, Jun 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

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.

ToolAg FinancialSm Scherr Financial LLCGrace Capital Management, LLC
Custodial Platform
Wealthscape (Fidelity)––Uses it
Digital Marketing
Snappy KrakenUses it––

Custodians on Form ADV: Ag Financial: Schwab · Sm Scherr Financial LLC: none listed · Grace Capital Management, LLC: Fidelity