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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):+ Horowitz & Company, Inc. $180.7M · Fort Lauderdale, FL+ 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
South Portland, ME
Assets under management$171.9M$180.5M$180.6M
Asset growth, last 2 years+30%+69%+73%
Advisory staff246
Individual clients270361173
Assets per client$637K$500K$1M
Clients per advisor1359029
Main custodianSchwabFidelityPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack121
People on Advicer.bio246

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 ManagementRichard Brothers, Financial Advisors
Client Data Gathering
Jotform–Uses it–
Digital Marketing
Snappy KrakenUses itUses it–
TAMP
Savant Wealth Partners––Uses it

Custodians on Form ADV: Financial Solutions Associates: Schwab · Integrity Capital Management: Fidelity · Richard Brothers, Financial Advisors: Pershing