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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):+ Kingsley Advisors, LLC $65M+ Wealth for You Financial, LLC $65M · Grand Blanc, MI+ Robinson Global Investment Management LLC $58.7M+ Fbs Securities $58.7M · Mckinney, TX
Nashua, NH
Assets under management$61.8M$65M$64.9M
Asset growth, last 2 years––+2%
Advisory staff112
Individual clients863929
Assets per client$719K$1.7M$2.2M
Clients per advisor863915
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack–1–
People on Advicer.bio112

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

ToolApple & Company, Inc.Nashua Capital Management LLCLincoln Management
Custodial Platform
Charles Schwab–Uses it–