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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 Finance Wisdom (swap one in):+ Lloyds Intrepid Wealth Management $61.3M · The Woodlands, TX+ Asset Strategies Group, LLC $61.3M · Highlands Ranch, CO+ Deep Blue Financial LLC $55.4M · Northbrook, IL+ Soaring Capital Management, LLC $55.4M
Doylestown, PA
Pataskala, OH
Assets under management$58.4M$61.3M$61.3M
Asset growth, last 2 years–––
Advisory staff342
Individual clients128112268
Assets per client$456K$547K$229K
Clients per advisor4328134
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–––
People on Advicer.bio353

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

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