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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 Eaglestrong Financial (swap one in):+ River Wealth Management LLC $86.4M · Medina, OH+ Investment Leadership, LLC $86.4M · Forest, VA+ Wilson Wealth Management, Inc. $78.1M · Salt Lake City, UT+ Cypress Wealth Management, LLC $77.9M · Germantown, TN
Memphis, TN
Oak Brook, IL
Houston, TX
Assets under management$82.3M$86.4M$78.1M
Asset growth, last 2 years––+86%
Advisory staff211
Individual clients899913
Assets per client$924K$873K$6M
Clients per advisor459913
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack3–5
People on Advicer.bio211

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

ToolEaglestrong FinancialTrac Asset Management LLCVineyard Family Wealth Advisors
Schedule Apps
Calendly––Uses it
OnceHubUses it––
Client File Sharing
Box––Uses it
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
MailchimpUses it––
Financial Planning
eMoneyUses it–Uses it
Performance Reporting
Orion––Uses it

Custodians on Form ADV: Eaglestrong Financial: none listed · Trac Asset Management LLC: none listed · Vineyard Family Wealth Advisors: Schwab