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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 Context Financial LLC (swap one in):+ The Butler Group LLC $21.9M+ Bks Wealth LLC $21.9M+ Corax Asset Management $19.8M · Jackson, WY+ Copia Wealth Management Advisors, Inc. $19.7M · San Diego, CA
Lexington, KY
Portland, OR
Assets under management$20.8M$21.9M$19.7M
Asset growth, last 2 years––+1,780%
Advisory staff113
Individual clients67–4,178
Assets per client$311K–$5K
Clients per advisor67–1,393
Main custodian––Apex Clearing
Filing with the SEC since202620262019
Tools in their stack2––
People on Advicer.bio113

From each firm's latest Form ADV (Aug 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.

ToolContext Financial LLCMoney Calculus LLCIcon Financial Services LLC
Schedule Apps
GRemindersUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Context Financial LLC: none listed · Money Calculus LLC: none listed · Icon Financial Services LLC: Apex Clearing