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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 Insights Wealth Management (swap one in):+ Helmstar Wealth Management $785.6M · Boise, ID+ Pin Oak Investment Advisors Inc $784.8M · Houston, TX+ Manske Wealth Management, LLC $707.3M · Houston, TX+ The Retirement Solution LLC $699.4M · Redmond, WA
Tacoma, WA
Wyoming, MI
New York, NY
Assets under management$746.7M$784.4M$784.3M
Asset growth, last 2 years−5%+42%−19%
Advisory staff6737
Individual clients7681861,004
Assets per client$972K$4.2M$781K
Clients per advisor1282727
Main custodianRaymond JamesFidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack21–
People on Advicer.bio8831

From each firm's latest Form ADV (Jun 2026, Apr 2026, Jul 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 Insights Wealth ManagementJvl Wealth StrategiesFlagstar Securities, Inc.
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Financial Insights Wealth Management: Raymond James · Jvl Wealth Strategies: Fidelity · Flagstar Securities, Inc.: Fidelity