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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 Entrypoint Wealth Management (swap one in):+ Hughes Financial Group, LLC $22.8M · Perrysburg, OH+ Iq Capital Strategy LLC $22.6M+ Sprincz Advisory Group, LLC $20.4M · Littleton, CO+ F2 Wealth $20.3M · Cincinnati, OH
Cincinnati, OH
Portsmouth, NH
Assets under management$21.5M$22.6M$22.6M
Asset growth, last 2 years–+20%–
Advisory staff131
Individual clients2211116
Assets per client$979K$2.1M$195K
Clients per advisor224116
Main custodian–––
Filing with the SEC since202620162026
Tools in their stack321
People on Advicer.bio131

From each firm's latest Form ADV (Mar 2026, May 2026, Oct 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.

ToolEntrypoint Wealth ManagementRudwall Wealth Management LLCPatriot Advisory Group
Custodial Platform
Charles Schwab–Uses itUses it
AxosUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–