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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 Lab (swap one in):+ Rr Financial Management LLC $1.5M · Fresno, CA+ Ascending Assets $1.5M+ Best Case Financial $1.3M · Greencastle, IN+ Clark Lewis $1.3M · Oak Park, IL
Decatur, GA
New York, NY
Assets under management$1.4M$1.5M$1.3M
Asset growth, last 2 years–−97%–
Advisory staff111
Individual clients20142
Assets per client$70K$105K$662K
Clients per advisor20142
Main custodian–Schwab–
Filing with the SEC since202620192026
Tools in their stack1–4
People on Advicer.bio1–1

From each firm's latest Form ADV (Mar 2026, Apr 2024, Sep 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 LabProcapita Partners, LLCWealth IQ
Website Builders
SquarespaceUses it––
Webflow––Uses it
Advisor Lead Gen
Wealthtender––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it

Custodians on Form ADV: Financial Lab: none listed · Procapita Partners, LLC: Schwab, Fidelity · Wealth IQ: none listed