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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 Strategies, Inc. (swap one in):+ Retirement Income Strategies, LLC $159M · Evansville, WI+ Peck Wealth Management, LLC $157.4M+ Ltg Capital LLC $142.2M · Framingham, MA+ Josh Arnold Investment Consultant, LLC $142.1M · Edina, MN
Brookfield, WI
Griffin, GA
Assets under management$149.8M$157.4M$157.5M
Asset growth, last 2 years+14%+41%+27%
Advisory staff424
Individual clients199264514
Assets per client$753K$596K$306K
Clients per advisor50132129
Main custodianSchwabSchwabSEI
Filing with the SEC since202220212023
Tools in their stack2–3
People on Advicer.bio424

From each firm's latest Form ADV (Sep 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 Strategies, Inc.Applied CapitalGeorgia Wealth Partners, LLC
Custodial Platform
Charles SchwabUses it––
SEI––Uses it
Digital Marketing
AdvisorStream––Uses it
Snappy Kraken––Uses it
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Financial Strategies, Inc.: Schwab · Applied Capital: Schwab · Georgia Wealth Partners, LLC: SEI