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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 Fairway Financial, LLC (swap one in):+ North Forty Two & Co. $167.9M · Lake Oswego, OR+ Hawkins Investment Counsel, LLC $167.8M+ Cramer & Rauchegger, Inc. $151.4M · Maitland, FL+ Unified Wealth Management LLC $151.3M · Oldsmar, FL
Casselberry, FL
Overland Park, KS
Assets under management$159.6M$167.9M$168.2M
Asset growth, last 2 years+130%+1%+14%
Advisory staff216
Individual clients12197261
Assets per client$1.3M$1.7M$644K
Clients per advisor619744
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172018
Tools in their stack––3
People on Advicer.bio216

From each firm's latest Form ADV (Mar 2026, Feb 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

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.

ToolFairway Financial, LLCLloyd Park, LLCNovadius Wealth Management
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Fairway Financial, LLC: Schwab · Lloyd Park, LLC: Schwab, Goldman Sachs · Novadius Wealth Management: Schwab