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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):+ King Financial $107.2M+ Stillblue Financial Partners, LLC $107.1M · Jacksonville, FL+ Money Script Wealth Management, PLLC $96.8M+ Potomac Wealth Management LLC $96.1M · Great Falls, VA
Virginia Beach, VA
Burlington, MA
Assets under management$101.9M$107.1M$107M
Asset growth, last 2 years+38%–−12%
Advisory staff1121
Individual clients3687757
Assets per client$277K$1.4M$1.9M
Clients per advisor333957
Main custodianSchwab–Schwab
Filing with the SEC since202320262012 or earlier
Tools in their stack1––
People on Advicer.bio1021

From each firm's latest Form ADV (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.

ToolApforiaGreenway Financial Advisors LLCRk Asset Management
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Apforia: Schwab, Altruist · Greenway Financial Advisors LLC: none listed · Rk Asset Management: Schwab, Wells Fargo