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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 Barrington Asset Management, Inc. (swap one in):+ Farrar Financials $58M+ Akar Capital Management, Inc. $58M · Plantation, FL+ Coho Advisory Services, LLC $52.4M · Anchorage, AK+ Wealthpro, LLC $52.4M
Chicago, IL
Mesa, AZ
Assets under management$55.2M$58M$58M
Asset growth, last 2 years+2%––
Advisory staff361
Individual clients4347827
Assets per client$1.3M$121K$2.1M
Clients per advisor148027
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–21
People on Advicer.bio441

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

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.

ToolBarrington Asset Management, Inc.Fleming Financial ServicesLazarus Financial Planning
Website Builders
Squarespace––Uses it
Wix–Uses it–
Schedule Apps
Calendly–Uses it–