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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 Box Financial Advisors, LLC (swap one in):+ Shankland Financial Advisors, LLC $101.8M+ Clear Wealth Management $101.8M+ Murphy Investment Advisors, Inc. $92M · Pasadena, CA+ Incomar Investments, LLC $91.9M · Sugar Land, TX
Grapevine, TX
Gig Harbor, WA
San Antonio, TX
Assets under management$96.9M$101.8M$91.6M
Asset growth, last 2 years+0%––
Advisory staff312
Individual clients23235421
Assets per client$418K$2.9M$218K
Clients per advisor7735211
Main custodianEquity Trust Company––
Filing with the SEC since202320262026
Tools in their stack2–2
People on Advicer.bio213

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

ToolBox Financial Advisors, LLCFaire Capital GroupCompass Financial Group
Schedule Apps
Calendly––Uses it
GRemindersUses it––
Client File Sharing
ShareFile––Uses it
Portfolio Management
OrionUses it––

Custodians on Form ADV: Box Financial Advisors, LLC: Equity Trust Company · Faire Capital Group: none listed · Compass Financial Group: none listed