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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 Agile Wealth Partners (swap one in):+ Wealth Enhancement & Preservation, Inc. $33.7M · Westlake Village, CA+ The Financial Group $33.7M · Diamond Bar, CA+ Oaks Wealth Management $30.4M · Houston, TX+ Schuler Capital Management LLC $30.4M
Northville, MI
Bozeman, MT
Vancouver, Bc
Assets under management$32M$33.7M$30.4M
Asset growth, last 2 years––+40%
Advisory staff312
Individual clients405558
Assets per client$801K$612K$524K
Clients per advisor135529
Main custodian––Fidelity
Filing with the SEC since202620262017
Tools in their stack–5–
People on Advicer.bio212

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

ToolAgile Wealth PartnersJcg Advisory Group, LLCFirethorn Partners, LLC
Custodial Platform
Betterment Advisor Solutions–Uses it–
Charles Schwab–Uses it–
Digital Marketing
Mailchimp–Uses it–
Portfolio Management
Blueleaf–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Agile Wealth Partners: none listed · Jcg Advisory Group, LLC: none listed · Firethorn Partners, LLC: Fidelity