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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):+ Maiden Cove Capital $153.7M · Yarmouth, ME+ 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
Provo, UT
Assets under management$146M$155.3M$153.4M
Asset growth, last 2 years+25%–+12%
Advisory staff353
Individual clients294846180
Assets per client$497K$184K$852K
Clients per advisor9816960
Main custodianLPL Financial–Schwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack––1
People on Advicer.bio353

From each firm's latest Form ADV (Mar 2026, Jan 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 PlanningParagon Wealth Management
Proposal Generation/Sales Enablement
Nitrogen––Uses it

Custodians on Form ADV: Eagle Financial Strategies: LPL Financial · Grp Retirement Planning: none listed · Paragon Wealth Management: Schwab