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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 Freedom (swap one in):+ Mark Sheptoff Financial Planning LLC $466.5M · Glastonbury, CT+ Wealthvalues, LLC $466.5M · Redwood City, CA+ Giverny Capital Advisors $420.9M · Princeton, NJ+ Graham, Bordelon, Golson & Gilbert, Inc. $420.8M · Monroe, LA
Cincinnati, OH
South San Francisco, CA
Assets under management$443.2M$466.3M$466M
Asset growth, last 2 years+13%+171%+77%
Advisory staff344
Individual clients114441104
Assets per client$3.9M$1.1M$4.5M
Clients per advisor3811026
Main custodianFidelity–Schwab
Filing with the SEC since2012 or earlier20222021
Tools in their stack–11
People on Advicer.bio345

From each firm's latest Form ADV (Mar 2026, Aug 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 FreedomAlpha Solutions Investment AdvisorsConsilium Wealth Advisory, LLC
CRM
HubSpot––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Financial Freedom: Fidelity · Alpha Solutions Investment Advisors: none listed · Consilium Wealth Advisory, LLC: Schwab