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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 Investment Advisors (swap one in):+ Clark & Stuart Inc $195.6M · Portland, ME+ Plan Financial $195.4M · Fresno, CA+ Torrey Wealth, LLC $176.7M · San Diego, CA+ Enr Asset Management, Incorporated $176.7M · Westmount, Quebec
Downingtown, PA
Rockville, MD
Memphis, TN
Assets under management$186.1M$195.5M$195.5M
Asset growth, last 2 years+23%+132%+19%
Advisory staff2232
Individual clients132342110
Assets per client$1.4M$572K$1.8M
Clients per advisor661555
Main custodianRaymond JamesFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack–––
People on Advicer.bio2262

From each firm's latest Form ADV (Feb 2026, Apr 2026, Jul 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Eagle Investment Advisors: Raymond James · Atcap Partners, LLC: Fidelity · Frazee Investment Consulting, Inc.: Schwab