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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 E. Roger Financial Group (swap one in):+ Tm Wealth Management, LLC $244K+ Conceptum Strategies $244K · San Antonio, TX+ Scott Clampitt, Registered Investment Advisor $213K+ First Perspective Capital LLC $210K · National Harbor, MD
Largo, MD
Assets under management$226K$240K$238K
Asset growth, last 2 years–––
Advisory staff111
Individual clients1––
Assets per client$226K––
Clients per advisor1––
Main custodian–––
Filing with the SEC since202620252026
Tools in their stack2––
People on Advicer.bio1–1

From each firm's latest Form ADV (Mar 2026, Mar 2025, 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

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.

ToolE. Roger Financial GroupHicks Management & Financial Services, LLCAffluence
Financial Planning
Envestnet MoneyGuideUses it––
Website Builders
WixUses it––