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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):+ Pin Oak Investment Advisors Inc $784.8M · Houston, TX+ Flagstar Securities, Inc. $784.3M · New York, NY+ Manske Wealth Management, LLC $707.3M · Houston, TX+ The Retirement Solution LLC $699.4M · Redmond, WA
Tacoma, WA
Wyoming, MI
Boise, ID
Assets under management$746.7M$784.4M$785.6M
Asset growth, last 2 years−5%+42%+73%
Advisory staff678
Individual clients768186523
Assets per client$972K$4.2M$1.5M
Clients per advisor1282765
Main custodianRaymond JamesFidelitySEI
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack212
People on Advicer.bio887

From each firm's latest Form ADV (Jun 2026, Apr 2026, Mar 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 StrategiesHelmstar Wealth Management
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
SEI––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Financial Insights Wealth Management: Raymond James · Jvl Wealth Strategies: Fidelity · Helmstar Wealth Management: SEI