Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Planning Center (swap one in):+ Farm Girl Capital LLC $20.4M · Albany, CA+ Java Wealth Planning $20.4M+ Rowen Capital Management, LLC $18.5M+ Northwood Investment Partners, LLC $18.4M
Amherst, NY
Assets under management$19.4M$20.4M$20.4M
Asset growth, last 2 years–––
Advisory staff111
Individual clients7285
Assets per client$270K$2.6M$4.1M
Clients per advisor7285
Main custodian–––
Filing with the SEC since202320262026
Tools in their stack–1–
People on Advicer.bio–11

From each firm's latest Form ADV (Mar 2023, Mar 2026, Oct 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 Planning CenterJane Financial, LLCEcho Prudent Capital LLC
Schedule Apps
Calendly–Uses it–