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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):+ Wealthvalues, LLC $466.5M · Redwood City, CA+ Consilium Wealth Advisory, LLC $466M+ Giverny Capital Advisors $420.9M · Princeton, NJ+ Graham, Bordelon, Golson & Gilbert, Inc. $420.8M · Monroe, LA
Cincinnati, OH
South San Francisco, CA
Redding, CA
Assets under management$443.2M$466.3M$420.7M
Asset growth, last 2 years+13%+171%+43%
Advisory staff3419
Individual clients1144411,370
Assets per client$3.9M$1.1M$307K
Clients per advisor3811072
Main custodianFidelity–LPL Financial
Filing with the SEC since2012 or earlier20222017
Tools in their stack–1–
People on Advicer.bio3412

From each firm's latest Form ADV (Mar 2026, Aug 2026, Sep 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 AdvisorsRubicon Advisors
Website Builders
Wix–Uses it–

Custodians on Form ADV: Financial Freedom: Fidelity · Alpha Solutions Investment Advisors: none listed · Rubicon Advisors: LPL Financial