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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 Management Advisors, Inc. (swap one in):+ Outfitter Financial $157.7M · Brunswick, ME+ Copia Wealth Management $157.5M · Bend, OR+ Allstate Financial Advisors, LLC $142.4M · Lincoln, NE+ Barnett & Co Inc $142M · Chattanooga, TN
Tullahoma, TN
Griffin, GA
Assets under management$149.9M$157.5M$157.4M
Asset growth, last 2 years+49%+27%+41%
Advisory staff142
Individual clients520514264
Assets per client$288K$306K$596K
Clients per advisor520129132
Main custodian–SEISchwab
Filing with the SEC since2012 or earlier20232021
Tools in their stack–3–
People on Advicer.bio142

From each firm's latest Form ADV (Feb 2026, Mar 2026, 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 Management Advisors, Inc.Georgia Wealth Partners, LLCApplied Capital
Digital Marketing
AdvisorStream–Uses it–
Snappy Kraken–Uses it–
Custodial Platform
SEI–Uses it–

Custodians on Form ADV: Financial Management Advisors, Inc.: none listed · Georgia Wealth Partners, LLC: SEI · Applied Capital: Schwab