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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 Axon Capital Management (swap one in):+ Russell Advisory Group, Inc $2.1M+ Jkay Securities Corporation $2.1M+ La Loma Capital $1.9M+ Companions on Your Journey $1.9M
Fort Lauderdale, FL
Assets under management$2M$2.1M$2.1M
Asset growth, last 2 years–––
Advisory staff111
Individual clients3–4
Assets per client$666K–$525K
Clients per advisor3–4
Main custodian–––
Filing with the SEC since202620252024
Tools in their stack4––
People on Advicer.bio111

From each firm's latest Form ADV (Aug 2026, May 2025, Apr 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

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.

ToolAxon Capital ManagementMissions Services, LLCBrickstone Advisors
Custodial Platform
Charles SchwabUses it––
Financial Planning
Schedule Apps
CalendlyUses it––
Website Builders
WebflowUses it––