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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 Solutions Associates (swap one in):+ Richard Brothers, Financial Advisors $180.6M · South Portland, ME+ Cyr Financial Inc. $180.5M · Hennepin, IL+ Integrity Wealth Management, Inc. $163.2M · Spokane, WA+ Wolfstich Capital, LLC $162.1M · Medfield, MA
Dedham, MA
Kingsport, TN
Fort Lauderdale, FL
Assets under management$171.9M$180.5M$180.7M
Asset growth, last 2 years+30%+69%+208%
Advisory staff242
Individual clients270361199
Assets per client$637K$500K$908K
Clients per advisor13590100
Main custodianSchwabFidelity–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack12–
People on Advicer.bio242

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 ManagementHorowitz & Company, 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 · Horowitz & Company, Inc.: none listed