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 Solutions Associates (swap one in):+ Horowitz & Company, Inc. $180.7M · Fort Lauderdale, FL+ Richard Brothers, Financial Advisors $180.6M · South Portland, ME+ Integrity Wealth Management, Inc. $163.2M · Spokane, WA+ Wolfstich Capital, LLC $162.1M · Medfield, MA
Dedham, MA
Kingsport, TN
Hennepin, IL
Assets under management$171.9M$180.5M$180.5M
Asset growth, last 2 years+30%+69%+61%
Advisory staff245
Individual clients270361472
Assets per client$637K$500K$382K
Clients per advisor1359094
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack12–
People on Advicer.bio245

From each firm's latest Form ADV (Apr 2026, Mar 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 Solutions AssociatesIntegrity Capital ManagementCyr Financial Inc.
Client Data Gathering
Jotform–Uses it–
Digital Marketing
Snappy KrakenUses itUses it–

Custodians on Form ADV: Financial Solutions Associates: Schwab · Integrity Capital Management: Fidelity · Cyr Financial Inc.: Schwab