Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Agp Franklin, LLC (swap one in):+ Bridge Generations Wealth Management $259.8M · South Miami, FL+ Storyone Family Office $259.4M · Overland Park, KS+ Peak Investment Advisors, Inc. $234.6M · Colorado Springs, CO+ Equanimity Financial Partners $234.3M · Pasadena, CA
Franklin, TN
Centerville, OH
Las Vegas, NV
Assets under management$247.1M$259.6M$259.8M
Asset growth, last 2 years–+76%+81%
Advisory staff351
Individual clients456436124
Assets per client$542K$595K$2.1M
Clients per advisor15287124
Main custodianRaymond JamesSchwabFidelity
Filing with the SEC since202420242012 or earlier
Tools in their stack1–1
People on Advicer.bio351

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

ToolAgp Franklin, LLCRidgeline Wealth Planning LLCFinley Financial, LLC
Schedule Apps
CalendlyUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Agp Franklin, LLC: Raymond James · Ridgeline Wealth Planning LLC: Schwab · Finley Financial, LLC: Fidelity