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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 Compass Financial Group, Inc (swap one in):+ Godsey & Gibb Wealth Management $1.56B · Richmond, VA+ Royal Fund Management, LLC $1.56B · Lady Lake, FL+ Claro Advisors Inc. $1.41B · Boston, MA+ Seven Springs Wealth Group $1.41B · Brentwood, TN
Sioux Falls, SD
Coeur D'alene, ID
Hudson, OH
Assets under management$1.48B$1.56B$1.41B
Asset growth, last 2 years+49%+669%+81%
Advisory staff7311
Individual clients2,8166,652853
Assets per client$527K$234K$1.6M
Clients per advisor4022,21778
Main custodian––Schwab
Filing with the SEC since2012 or earlier20222018
Tools in their stack233
People on Advicer.bio7214

From each firm's latest Form ADV (Aug 2026, Sep 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.

ToolCompass Financial Group, IncSherman PortfoliosEllsworth Advisors, LLC
Client File Sharing
Dropbox–Uses it–
CRM
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoney––Uses it
Planning Light
AdvyzonUses it––
Portfolio Management
Orion––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Compass Financial Group, Inc: none listed · Sherman Portfolios: none listed · Ellsworth Advisors, LLC: Schwab