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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):+ Mjp Wealth Advisors $1.56B · Farmington, CT+ Godsey & Gibb Wealth Management $1.56B · Richmond, VA+ Claro Advisors Inc. $1.41B · Boston, MA+ Seven Springs Wealth Group $1.41B · Brentwood, TN
Sioux Falls, SD
Coeur D'alene, ID
Lady Lake, FL
Assets under management$1.48B$1.56B$1.56B
Asset growth, last 2 years+49%+669%+14%
Advisory staff7383
Individual clients2,8166,6524,940
Assets per client$527K$234K$315K
Clients per advisor4022,21760
Main custodian––Schwab
Filing with the SEC since2012 or earlier20222013
Tools in their stack231
People on Advicer.bio7283

From each firm's latest Form ADV (Aug 2026, Sep 2026, Oct 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 PortfoliosRoyal Fund Management, LLC
Client File Sharing
Dropbox–Uses it–
CRM
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses it–Uses it
Planning Light
AdvyzonUses it––
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Compass Financial Group, Inc: none listed · Sherman Portfolios: none listed · Royal Fund Management, LLC: Schwab