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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 Ball & Company (swap one in):+ Gunn & Company Investment Management, Inc. $213.5M · Jacksonville, FL+ Floyd Capital Management $213.5M · Texarkana, TX+ Setchfield Asset Management $192.8M · Bradenton, FL+ Thomas Leo Advisory, LLC $192.7M · Minneapolis, MN
Copley, OH
Dallas, TX
Assets under management$203.1M$213.4M$213.3M
Asset growth, last 2 years+19%+58%+46%
Advisory staff254
Individual clients147123274
Assets per client$1.4M$1.7M$779K
Clients per advisor742569
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack21–
People on Advicer.bio255

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

ToolBall & CompanySignal Tree Financial Partners LLCMiai, Inc.
CRM
SS&C Black Diamond–Uses it–
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Ball & Company: Fidelity · Signal Tree Financial Partners LLC: Schwab · Miai, Inc.: Fidelity