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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 Plan, Inc. (swap one in):+ Cra Financial Services, L.l.c. $1.69B · Northfield, NJ+ Petredis Investment Advisors $1.69B · Warrendale, PA+ Triune Financial Partners, LLC $1.52B · Overland Park, KS+ Tamar Securities, LLC $1.52B · Woodland Hills, CA
Bellingham, WA
Chantilly, VA
Ridgeland, MS
Assets under management$1.6B$1.69B$1.69B
Asset growth, last 2 years+52%+43%+91%
Advisory staff11913
Individual clients9059,3241,437
Assets per client$1.8M$181K$1.2M
Clients per advisor821,036111
Main custodianPershingSchwabRaymond James
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack3–1
People on Advicer.bio13916

From each firm's latest Form ADV (Mar 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 Plan, Inc.Wellington Consulting Services IncMag Cap
CRM
HubSpotUses it––
Custodial Platform
NetX360 (Pershing)Uses it––
Financial Planning
eMoneyUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Financial Plan, Inc.: Pershing · Wellington Consulting Services Inc: Schwab · Mag Cap: Raymond James