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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 Strategies, Inc. (swap one in):+ Stevens Foster Financial Advisors $750.4M · Bloomington, MN+ Hopwood Financial Services, Inc. $750.3M · Reston, VA+ Rockport Wealth Advisors $676.4M · Fairview Park, OH+ Harvest Financial Advisors, LLC $671M · West Chester, OH
Broadview Hts., OH
Columbus, OH
Geneva
Assets under management$714.2M$756.5M$750M
Asset growth, last 2 years+32%+54%+50%
Advisory staff2351
Individual clients1,852107300
Assets per client$386K$7.1M$2.5M
Clients per advisor8121300
Main custodianPershingSchwab–
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack–2–
People on Advicer.bio214–

From each firm's latest Form ADV (Mar 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 Management Strategies, Inc.G2 Capital Management, LLCCapitalia (Suisse)
CRM
Envestnet Tamarac–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Financial Management Strategies, Inc.: Pershing · G2 Capital Management, LLC: Schwab, Pershing · Capitalia (Suisse): none listed