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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 Guidance Group, Inc. (swap one in):+ Penney Financial $303.5M · Houston, TX+ Campbell Capital Management Inc $303.3M · Miami, FL+ Jp Wealth Management, Inc. $274M · Mt. Pleasant, SC+ Doceo Wealth, LLC $274M · Meridian, ID
Reston, VA
Ocean Grove, NJ
Assets under management$288.4M$303.3M$303.3M
Asset growth, last 2 years+76%+80%+38%
Advisory staff314
Individual clients291203206
Assets per client$991K$1.5M$1.5M
Clients per advisor9720352
Main custodianShareholders Service Group, LLCPershingFidelity
Filing with the SEC since2012 or earlier20212021
Tools in their stack3––
People on Advicer.bio314

From each firm's latest Form ADV (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 Guidance Group, Inc.Integrated Financial Solutions, Inc.Beckerman Wealth
Custodial Platform
NetX360 (Pershing)Uses it––
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Financial Guidance Group, Inc.: Shareholders Service Group, LLC · Integrated Financial Solutions, Inc.: Pershing · Beckerman Wealth: Fidelity