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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 Deafinvest (swap one in):+ G, G, & M Financial Goals $14.7M+ Ect Advisory, LLC $14.7M+ Eid Capital $13.3M · Dallas, TX+ Freedom Capital Management $13.3M
Tysons, VA
Assets under management$14M$14.7M$13.3M
Asset growth, last 2 years–−55%–
Advisory staff122
Individual clients683723
Assets per client$206K$397K$577K
Clients per advisor681912
Main custodian–––
Filing with the SEC since20252012 or earlier2026
Tools in their stack211
People on Advicer.bio122

From each firm's latest Form ADV (Nov 2025, Oct 2026, Jun 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.

ToolDeafinvestT. Rose & Associates, Inc.Janus Financial Planning, LLC
Custodial Platform
AltruistUses it––
Betterment Advisor SolutionsUses it––
Schedule Apps
Calendly––Uses it
Website Builders
Wix–Uses it–