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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 Egi Financial, Inc. (swap one in):+ Financial Life Advisors $366.3M · San Antonio, TX+ Royal Oak Financial Advisors, LLC $366.1M · Royal Oak, MI+ Yoder Wealth Management $331.2M · Walnut Creek, CA+ Artifex Financial Group, LLC $328.7M · Oakwood, OH
Akron, OH
Hudson, OH
Houston, TX
Assets under management$348.7M$368.6M$366.3M
Asset growth, last 2 years+70%+18%+13%
Advisory staff865
Individual clients292314154
Assets per client$1.2M$1.2M$2.4M
Clients per advisor375231
Main custodianWells FargoFidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack233
People on Advicer.bio1065

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

ToolEgi Financial, Inc.Ruggaard & AssociatesCamden Wealth Advisors LLC
Website Builders
Squarespace––Uses it
WebflowUses it––
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles SchwabUses itUses it–
Performance Reporting
Addepar––Uses it
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Egi Financial, Inc.: Wells Fargo, Schwab · Ruggaard & Associates: Fidelity, Schwab · Camden Wealth Advisors LLC: Fidelity