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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+ Camden Wealth Advisors LLC $366.3M · Houston, TX+ Essex Private Wealth Management LLC $330.5M · Topsfield, MA+ Boston Family Advisors LLC $329.7M · Boston, MA
Westborough, MA
San Antonio, TX
El Segundo, CA
Assets under management$348.8M$366.3M$366.4M
Asset growth, last 2 years+53%+13%+63%
Advisory staff484
Individual clients491207124
Assets per client$710K$1.8M$3M
Clients per advisor1232631
Main custodianFidelitySchwabSchwab
Filing with the SEC since202120172015
Tools in their stack–21
People on Advicer.bio474

From each firm's latest Form ADV (Jul 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.

ToolFactor Investing GroupFinancial Life AdvisorsSharper & Granite LLC
CRM
SS&C Black Diamond––Uses it
Planning Light
Advyzon–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Factor Investing Group: Fidelity · Financial Life Advisors: Schwab · Sharper & Granite LLC: Schwab