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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 Align Financial Planning (swap one in):+ Ais Financial $2.9M · Saint Louis, MO+ The Jacobs Financial Group $2.9M+ Sow and Reap Financial LLC $2.6M+ Independent Financial Solutions Group $2.5M · Morehead City, NC
Southern Pines, NC
Hickory, NC
Assets under management$2.8M$3M$2.6M
Asset growth, last 2 years––+118%
Advisory staff111
Individual clients14–8
Assets per client$198K–$329K
Clients per advisor14–8
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack4––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 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.

ToolAlign Financial PlanningArgosy InvestorsNytrx LLC
Advisor Lead Gen
Fee-Only NetworkUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Align Financial Planning: none listed · Argosy Investors: none listed · Nytrx LLC: Schwab