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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 Faithful Financial LLC (swap one in):+ Jade Financial LLC $2.9M+ Reinhart Asset Management LLC $2.9M · Toledo, OH+ Agf Advisors $2.6M+ Conroy Capital LLC $2.6M
Orlando Park, IL
Assets under management$2.7M$2.9M$2.9M
Asset growth, last 2 years––−45%
Advisory staff112
Individual clients13289
Assets per client$211K$103K$321K
Clients per advisor13285
Main custodian––Interactive Brokers
Filing with the SEC since202620262019
Tools in their stack–––
People on Advicer.bio1–2

From each firm's latest Form ADV (Aug 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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Faithful Financial LLC: none listed · Seniorsolutions: none listed · Jt Asset Allocation LLC: Interactive Brokers