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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 Horizons, Inc. (swap one in):+ Planning Works Advisory, Inc. $199.8M · Austin, TX+ Ia Network, LLC $199.5M · Charlotte, NC+ Roxbury Financial $180.5M · Mount Arlington, NJ+ Woloshin Investment Management, LLC $180.4M · Medford, NJ
Pittsburgh, PA
Hennepin, IL
Assets under management$190M$199.6M$180.5M
Asset growth, last 2 years+18%+32%+61%
Advisory staff135
Individual clients11205472
Assets per client$17.3M$974K$382K
Clients per advisor116894
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack–1–
People on Advicer.bio–35

From each firm's latest Form ADV (Mar 2026, Jul 2026, Apr 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 Horizons, Inc.Kapusta Financial GroupCyr Financial Inc.
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Financial Horizons, Inc.: none listed · Kapusta Financial Group: Schwab · Cyr Financial Inc.: Schwab