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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 Artifex Financial Group, LLC (swap one in):+ Archway Wealth Management, LLC $345.7M · Kirkwood, MO+ Continuum Wealth Advisors, LLC $345.6M · Saratoga Springs, NY+ Aspen Wealth Strategies, LLC $312.2M · Arvada, CO+ Topel & Distasi Wealth Management, LLC $312.1M · Berkeley, CA
Oakwood, OH
Akron, OH
Pewaukee, WI
Assets under management$328.7M$348.7M$345.3M
Asset growth, last 2 years+41%+70%+53%
Advisory staff585
Individual clients311292283
Assets per client$1.1M$1.2M$1.2M
Clients per advisor623757
Main custodianSchwabWells Fargo–
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack–21
People on Advicer.bio4105

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

ToolArtifex Financial Group, LLCEgi Financial, Inc.Fortress Planning Group
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Artifex Financial Group, LLC: Schwab · Egi Financial, Inc.: Wells Fargo, Schwab · Fortress Planning Group: none listed