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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 Antonio, TX
Assets under management$348.7M$368.6M$366.3M
Asset growth, last 2 years+70%+18%+13%
Advisory staff868
Individual clients292314207
Assets per client$1.2M$1.2M$1.8M
Clients per advisor375226
Main custodianWells FargoFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack232
People on Advicer.bio1067

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

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 & AssociatesFinancial Life Advisors
Website Builders
WebflowUses it––
Wix––Uses it
Custodial Platform
Charles SchwabUses itUses it–
Planning Light
Advyzon–Uses itUses it
Schedule Apps
Calendly–Uses it–

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