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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 Factor Investing Group (swap one in):+ M. E. Allison & Co., Inc. $366.4M · San Antonio, TX+ Sharper & Granite LLC $366.4M · El Segundo, CA+ Essex Private Wealth Management LLC $330.5M · Topsfield, MA+ Boston Family Advisors LLC $329.7M · Boston, MA
Westborough, MA
San Antonio, TX
Houston, TX
Assets under management$348.8M$366.3M$366.3M
Asset growth, last 2 years+53%+13%+13%
Advisory staff485
Individual clients491207154
Assets per client$710K$1.8M$2.4M
Clients per advisor1232631
Main custodianFidelitySchwabFidelity
Filing with the SEC since202120172012 or earlier
Tools in their stack–23
People on Advicer.bio475

From each firm's latest Form ADV (Jul 2026, Mar 2026, Sep 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.

ToolFactor Investing GroupFinancial Life AdvisorsCamden Wealth Advisors LLC
Website Builders
Squarespace––Uses it
Wix–Uses it–
Client File Sharing
ShareFile––Uses it
Performance Reporting
Addepar––Uses it
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Factor Investing Group: Fidelity · Financial Life Advisors: Schwab · Camden Wealth Advisors LLC: Fidelity