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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+ Cyr Financial Inc. $180.5M · Hennepin, IL+ Woloshin Investment Management, LLC $180.4M · Medford, NJ
Pittsburgh, PA
Mount Arlington, NJ
Assets under management$190M$199.6M$180.5M
Asset growth, last 2 years+18%+32%–
Advisory staff132
Individual clients11205239
Assets per client$17.3M$974K$755K
Clients per advisor1168120
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack–11
People on Advicer.bio–32

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

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