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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):+ Whalerock Point Partners, LLC $1.04B · West Palm Beach, FL+ Rodgers Brothers, Inc. $1.04B · Harmony, PA+ Hartline Investment Corporation $935.5M · Winnetka, IL+ Galecki Financial Management Inc $929.5M · Fort Wayne, IN
Anderson, IN
Fort Worth, TX
Northville, MI
Assets under management$987M$1.04B$937M
Asset growth, last 2 years+36%+18%+43%
Advisory staff2264
Individual clients1,257411582
Assets per client$785K$2.5M$1.6M
Clients per advisor5769146
Main custodianSchwabMatrix Trust–
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack2–3
People on Advicer.bio2783

From each firm's latest Form ADV (Sep 2026, Mar 2026, May 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.Stonebrook Private LLC
Cash Management/Budgeting
Flourish––Uses it
Custodial Platform
Betterment Advisor Solutions––Uses it
Portfolio Management
OrionUses it–Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Financial Enhancement Group: Schwab · Rogers Wealth Group, Inc.: Matrix Trust, Schwab · Stonebrook Private LLC: none listed