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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):+ Camden Wealth Advisors LLC $366.3M · Houston, 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
San Diego, CA
Assets under management$348.7M$368.6M$331.2M
Asset growth, last 2 years+70%+18%+26%
Advisory staff867
Individual clients2923142,690
Assets per client$1.2M$1.2M$123K
Clients per advisor3752384
Main custodianWells FargoFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack231
People on Advicer.bio10610

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

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 & AssociatesCopley Financial Group, Inc.
Website Builders
Squarespace––Uses it
WebflowUses it––
Custodial Platform
Charles SchwabUses itUses 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 · Copley Financial Group, Inc.: Schwab