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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 Eagle Financial Strategies (swap one in):+ Paragon Wealth Management $153.4M · Provo, UT+ Steve Lynch Wealth Management $153.4M · Albuquerque, NM+ Marchand Faries Financial Management, Inc. $138.7M+ Strategic Probability Partners, LLC $138.6M
Bangor, ME
Farmingdale, ME
Yarmouth, ME
Assets under management$146M$155.3M$153.7M
Asset growth, last 2 years+25%–+40%
Advisory staff352
Individual clients29484646
Assets per client$497K$184K$3.3M
Clients per advisor9816923
Main custodianLPL Financial–Fidelity
Filing with the SEC since2012 or earlier20242024
Tools in their stack––3
People on Advicer.bio353

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

ToolEagle Financial StrategiesGrp Retirement PlanningMaiden Cove Capital
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Eagle Financial Strategies: LPL Financial · Grp Retirement Planning: none listed · Maiden Cove Capital: Fidelity, Schwab