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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 Aries Investments, LLC (swap one in):+ Lone Wolf Trading LLC $891K+ Lighthouse $886K+ Old Forge Advisors $794K+ Valor Financial Planning $777K · Johnson City, TN
Lakeland, TN
Austin, TX
Assets under management$842K$889K$798K
Asset growth, last 2 years––+269%
Advisory staff131
Individual clients119,3941,246
Assets per client$77K$94.58292527144987$640.776886035313
Clients per advisor113,1311,246
Main custodian––Apex Clearing
Filing with the SEC since202620222022
Tools in their stack–12
People on Advicer.bio1–1

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

ToolAries Investments, LLCFundify Advisors LLCScout
CRM
HubSpot––Uses it
Website Builders
Webflow–Uses itUses it

Custodians on Form ADV: Aries Investments, LLC: none listed · Fundify Advisors LLC: none listed · Scout: Apex Clearing