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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 Enhancement Group (swap one in):+ Argos Wealth Advisors LLC $1.04B+ Whalerock Point Partners, LLC $1.04B · West Palm Beach, FL+ Stonebrook Private LLC $937M · Northville, MI+ Galecki Financial Management Inc $929.5M · Fort Wayne, IN
Anderson, IN
Fort Worth, TX
Harmony, PA
Assets under management$987M$1.04B$1.04B
Asset growth, last 2 years+36%+18%+24%
Advisory staff2269
Individual clients1,257411495
Assets per client$785K$2.5M$2.1M
Clients per advisor576955
Main custodianSchwabMatrix TrustRBC
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio2789

From each firm's latest Form ADV (Sep 2026, Mar 2026, Jun 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 Enhancement GroupRogers Wealth Group, Inc.Rodgers Brothers, Inc.
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Financial Enhancement Group: Schwab · Rogers Wealth Group, Inc.: Matrix Trust, Schwab · Rodgers Brothers, Inc.: RBC, Schwab