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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 Elm3 Financial Group, LLC (swap one in):+ Financial Architects, LLC $199.2M · Woodstock, GA+ Capital Squared Financial LLC $198.7M · Rockville, MD+ Eames Financial $179.5M+ Crossover Capital $179.5M · Yardley, PA
Alpharetta, GA
Cartersville, GA
Assets under management$189M$200.1M$179.6M
Asset growth, last 2 years+38%+55%–
Advisory staff432
Individual clients28237250
Assets per client$670K$538K$3.6M
Clients per advisor7112425
Main custodianFidelitySchwabSchwab
Filing with the SEC since202220222024
Tools in their stack3–1
People on Advicer.bio342

From each firm's latest Form ADV (Jun 2026, Apr 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.

ToolElm3 Financial Group, LLCAsset Management GroupAstra Ventures
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Elm3 Financial Group, LLC: Fidelity · Asset Management Group: Schwab · Astra Ventures: Schwab, Interactive Brokers