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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 Group, Inc. (swap one in):+ 4j Wealth Management, LLC $348.1M · Mclean, VA+ Oakbourne Advisors $347.9M · Berkeley Heights, NJ+ Wms Wealth Planners $314.7M · Pittsburgh, PA+ Horter Investment Management, LLC $314.5M · Cincinnati, OH
Columbus, OH
Akron, OH
Redwood Shores, CA
Assets under management$331.3M$348.7M$314.7M
Asset growth, last 2 years+28%+70%+18%
Advisory staff382
Individual clients30629283
Assets per client$1.1M$1.2M$3.8M
Clients per advisor1023742
Main custodianStifelWells FargoSchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–2–
People on Advicer.bio3102

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

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 Group, Inc.Egi Financial, Inc.Twin Lakes Capital
Custodial Platform
Charles Schwab–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Cambridge Financial Group, Inc.: Stifel, Securities America, Schwab, Fidelity, Morgan Stanley · Egi Financial, Inc.: Wells Fargo, Schwab · Twin Lakes Capital: Schwab