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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 Apple & Company, Inc. (swap one in):+ Wealth for You Financial, LLC $65M · Grand Blanc, MI+ Lincoln Management $64.9M+ Robinson Global Investment Management LLC $58.7M+ Amfg Wealth Management LLC $58.7M · Westlake, OH
Nashua, NH
Mckinney, TX
Assets under management$61.8M$65M$58.7M
Asset growth, last 2 years–––
Advisory staff112
Individual clients8639115
Assets per client$719K$1.7M$510K
Clients per advisor863958
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–11
People on Advicer.bio111

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

ToolApple & Company, Inc.Nashua Capital Management LLCFbs Securities
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
Calendly––Uses it