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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+ Astra Ventures $179.6M+ Eames Financial $179.5M
Alpharetta, GA
Cartersville, GA
Yardley, PA
Assets under management$189M$200.1M$179.5M
Asset growth, last 2 years+38%+55%+47%
Advisory staff432
Individual clients28237299
Assets per client$670K$538K$1.8M
Clients per advisor7112450
Main custodianFidelitySchwabFidelity
Filing with the SEC since202220222023
Tools in their stack3–3
People on Advicer.bio343

From each firm's latest Form ADV (Jun 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 GroupCrossover Capital
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
NitrogenUses it–Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Elm3 Financial Group, LLC: Fidelity · Asset Management Group: Schwab · Crossover Capital: Fidelity