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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 Earls Financial (swap one in):+ Fcg Wealth Management LLC $25.2M+ Mars Capital Management LLC $25.2M · Columbus, GA+ Nvest Advisors, LLC $22.8M · Colorado Springs, CO+ Gates Investment Advisors, LLC $22.8M · Evansville, IN
Southlake, TX
Assets under management$24M$25.2M$25.2M
Asset growth, last 2 years––+280%
Advisory staff121
Individual clients401762
Assets per client$600K$1.5M$407K
Clients per advisor40962
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack31–
People on Advicer.bio121

From each firm's latest Form ADV (Jul 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

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.

ToolEarls FinancialRidgewood Wealth Management LLCCarolopolis Fiduciary Counsel, Inc.
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoney–Uses it–
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––