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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 Esd Advisory Services Inc (swap one in):+ Wrought Financial Planning $44.2M · Haddonfield, NJ+ Epic Investment Management $44.1M+ Afs Wealth Management LLC $39.8M · Chester, VT+ Bloom Financial, LLC $39.8M
South Orange, NJ
Somers Point, NJ
Assets under management$42M$44.3M$39.9M
Asset growth, last 2 years+8%––
Advisory staff131
Individual clients2313330
Assets per client$1.8M$333K$1.3M
Clients per advisor234430
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–31
People on Advicer.bio131

From each firm's latest Form ADV (Nov 2024, May 2026, Aug 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

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.

ToolEsd Advisory Services IncRockcrest Financial LLCPixel Financial Planning
Advisory Fee Billing
AdvicePay–Uses it–
Client Texting
CurrentClient–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly––Uses it