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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 Cef Advisors (swap one in):+ J.k. Financial, Inc. $195.8M · Dallas, TX+ Tepp Wealth Management $195.7M · Westfield, NJ+ Torrey Wealth, LLC $176.7M · San Diego, CA+ Enr Asset Management, Incorporated $176.7M · Westmount, Quebec
Troy, MI
Birmingham, AL
Assets under management$186.3M$195.7M$176.7M
Asset growth, last 2 years+17%+20%+7%
Advisory staff223
Individual clients93205104
Assets per client$2M$955K$1.7M
Clients per advisor4710335
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack–21
People on Advicer.bio223

From each firm's latest Form ADV (Sep 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.

ToolCef AdvisorsJ2 Capital Management, Inc.Greybox Investments
CRM
SS&C Black Diamond––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Cef Advisors: Schwab · J2 Capital Management, Inc.: Schwab · Greybox Investments: Schwab, Synovus Securities, Inc.