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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 Apforia (swap one in):+ Stillblue Financial Partners, LLC $107.1M · Jacksonville, FL+ Rk Asset Management $107M+ Optimist Capital $96.7M · Palm Beach Gardens, FL+ Potomac Wealth Management LLC $96.1M · Great Falls, VA
Virginia Beach, VA
Burlington, MA
Assets under management$101.9M$107.1M$96.8M
Asset growth, last 2 years+38%––
Advisory staff1123
Individual clients36877310
Assets per client$277K$1.4M$312K
Clients per advisor3339103
Main custodianSchwab––
Filing with the SEC since202320262026
Tools in their stack1–10
People on Advicer.bio1022

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

ToolApforiaGreenway Financial Advisors LLCMoney Script Wealth Management, PLLC
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Hazel––Uses it
Advisory Fee Billing
AdvicePay––Uses it
Client Texting
CurrentClient––Uses it
CRM
Wealthbox––Uses it
Estate Planning
EncorEstate Plans––Uses it
Portfolio Management
Panoramix––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Apforia: Schwab, Altruist · Greenway Financial Advisors LLC: none listed · Money Script Wealth Management, PLLC: none listed