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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+ Rk Asset Management $107M+ Money Script Wealth Management, PLLC $96.8M+ Potomac Wealth Management LLC $96.1M · Great Falls, VA
Virginia Beach, VA
Burlington, MA
Jacksonville, FL
Assets under management$101.9M$107.1M$107.1M
Asset growth, last 2 years+38%––
Advisory staff1122
Individual clients36877203
Assets per client$277K$1.4M$528K
Clients per advisor3339102
Main custodianSchwab––
Filing with the SEC since202320262026
Tools in their stack1–1
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 LLCStillblue Financial Partners, LLC
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Apforia: Schwab, Altruist · Greenway Financial Advisors LLC: none listed · Stillblue Financial Partners, LLC: none listed