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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 Benchmark Financial (swap one in):+ Ryan Poage & Co. $114.2M · Kansas City, MO+ Richard G. Slater $114.1M+ Invictus Timing Service LTD $103M · Westbury, NY+ Stranberg Capital LLC $103M · Southlake, TX
Phoenix, AZ
Katonah, NY
Assets under management$108.4M$114M$113.9M
Asset growth, last 2 years–−8%+55%
Advisory staff122
Individual clients629197
Assets per client$1.7M$1.3M$1.2M
Clients per advisor624649
Main custodian–SchwabSchwab
Filing with the SEC since20262012 or earlier2020
Tools in their stack3–2
People on Advicer.bio112

From each firm's latest Form ADV (Mar 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.

ToolBenchmark FinancialAlpha FiduciaryAtwob
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)Uses it––
Digital Marketing
Snappy Kraken––Uses it
Planning Light
AdvyzonUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Benchmark Financial: none listed · Alpha Fiduciary: Schwab · Atwob: Schwab