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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 Cambridge Financial Advisors, LLC (swap one in):+ Georgia Advisory Group LLC $117M · Alpharetta, GA+ Arlington Securities, Inc $116.9M+ Strategic Financial Group, L.l.c. $105.7M · Grand Haven, MI+ Advisers Investment Management, Inc. $105.2M · Colorado Springs, CO
Salida, CO
Madison, WI
Columbus, IN
Assets under management$111.2M$116.9M$105.7M
Asset growth, last 2 years–––
Advisory staff414
Individual clients197526106
Assets per client$565K$222K$997K
Clients per advisor4952627
Main custodian–LPL Financial–
Filing with the SEC since202420242026
Tools in their stack1–5
People on Advicer.bio414

From each firm's latest Form ADV (Jul 2024, Jan 2026, Mar 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.

ToolCambridge Financial Advisors, LLCOmni Financial LLCWwa Planning & Investments
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it
Email & Office Suites
Microsoft 365––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Acuity Scheduling––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Cambridge Financial Advisors, LLC: none listed · Omni Financial LLC: LPL Financial · Wwa Planning & Investments: none listed