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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 Evergreen Wealth Management (swap one in):+ Cio Wealth Management, Inc. $65.8M · Sudbury, MA+ Bonfanti Investment Services, LLC $65.7M · Prairieville, LA+ Blue Rock Financial Services, Inc. $59.4M+ Lifegoals Financial Group $59.4M · Owosso, MI
Boston, MA
Beverly, MA
Independence, OH
Assets under management$62.5M$65.8M$59.4M
Asset growth, last 2 years–+23%–
Advisory staff121
Individual clients30105108
Assets per client$2.1M$627K$550K
Clients per advisor3053108
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack–2–
People on Advicer.bio121

From each firm's latest Form ADV (Oct 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.

ToolEvergreen Wealth ManagementUS Advisory GroupSpinnaker Financial Group, LLC
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Schedule Apps
OnceHub–Uses it–