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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 Christmas Corporation (swap one in):+ Weather Eye Advisors, Inc. $4.4M+ Onroute Financial $4.4M+ Noble Financial Advisors LLC $4M+ Aligning Wealth $4M
Assets under management$4.2M$4.4M$4.4M
Asset growth, last 2 years+9%––
Advisory staff211
Individual clients42–26
Assets per client$99K–$169K
Clients per advisor21–26
Main custodianInteractive Brokers––
Filing with the SEC since201620252025
Tools in their stack––1
People on Advicer.bio–11

From each firm's latest Form ADV (Mar 2026, Apr 2025, Feb 2025). 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.

ToolChristmas CorporationCht Group, Inc.Flomartin Securities Corporation
Website Builders
Wix––Uses it

Custodians on Form ADV: Christmas Corporation: Interactive Brokers · Cht Group, Inc.: none listed · Flomartin Securities Corporation: none listed