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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 Financial Concepts (swap one in):+ Korhorn Financial Group $1.15B · Granger, IN+ Financial Partners Group, Inc. $1.15B · Overland Park, KS+ Banyan Tree Asset Management, LLC $1.03B · Torrance, CA+ Watts Gwilliam & Company, LLC $1.03B · Gilbert, AZ
Columbus, MS
San Francisco, CA
Hollywood, FL
Assets under management$1.09B$1.15B$1.15B
Asset growth, last 2 years+43%+26%+33%
Advisory staff341
Individual clients2,5181370
Assets per client$432K$8.4M–
Clients per advisor83934–
Main custodianCapital Bank and Trust CompanySchwabCiti
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack11–
People on Advicer.bio471

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

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.

ToolFinancial ConceptsAtlas Capital Advisors Inc.Ab2 Capital Partners LLC
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Financial Concepts: Capital Bank and Trust Company · Atlas Capital Advisors Inc.: Schwab, Interactive Brokers · Ab2 Capital Partners LLC: Citi, J.P. Morgan, Valley Financial Management, Inc.