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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 Alg Financial (swap one in):+ Blueprint Financial Strategies, LLC $23.7M · Eatonton, GA+ Newport Investment Advisors, Inc. $23.6M · Sycamore, IL+ Kopka Financial, LLC $21.4M+ Westlight Wealth $21.4M
Hagatna
Clermont, FL
Assets under management$22.5M$23.6M$23.6M
Asset growth, last 2 years––−29%
Advisory staff141
Individual clients63732
Assets per client$357K$324K$11.8M
Clients per advisor63182
Main custodian––Interactive Brokers
Filing with the SEC since202620262021
Tools in their stack211
People on Advicer.bio–51

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

ToolAlg FinancialBlue Jasper Capital LLCRhizome Capital Management LLC
Website Builders
Squarespace––Uses it
Webflow–Uses it–
Custodial Platform
Charles SchwabUses it––
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Alg Financial: none listed · Blue Jasper Capital LLC: none listed · Rhizome Capital Management LLC: Interactive Brokers