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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 Azzad Asset Management, Inc. (swap one in):+ Rvw Wealth LLC $1.94B · Los Angeles, CA+ Diversified Portfolios, Inc. $1.94B · Bloomfield Hills, MI+ Amplius Wealth Advisors $1.74B · Blue Bell, PA+ Wellington Consulting Services Inc $1.69B · Chantilly, VA
Falls Church, VA
Virginia Beach, VA
Coppell, TX
Assets under management$1.84B$1.95B$1.94B
Asset growth, last 2 years+50%+48%+3%
Advisory staff123714
Individual clients1,4943,099877
Assets per client$1.2M$628K$2.2M
Clients per advisor1258463
Main custodianFolio–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack5––
People on Advicer.bio123013

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

ToolAzzad Asset Management, Inc.Financial Security Advisory IncCfo4life
Client Data Gathering
JotformUses it––
Client File Sharing
EgnyteUses it––
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Azzad Asset Management, Inc.: Folio, Schwab · Financial Security Advisory Inc: none listed · Cfo4life: Schwab, Principal Trust Company, Fidelity