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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):+ Georgia Wealth Partners, LLC $157.5M · Griffin, GA+ Peck Wealth Management, LLC $157.4M+ Josh Arnold Investment Consultant, LLC $142.1M · Edina, MN+ Foothills Advisors, LLC $142.1M · Cave Creek, AZ
Brookfield, WI
Framingham, MA
Assets under management$149.8M$157.4M$142.2M
Asset growth, last 2 years+14%+41%+17%
Advisory staff422
Individual clients19926491
Assets per client$753K$596K$1.6M
Clients per advisor5013246
Main custodianSchwabSchwabFidelity
Filing with the SEC since202220212012 or earlier
Tools in their stack2–1
People on Advicer.bio422

From each firm's latest Form ADV (Sep 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 CapitalLtg Capital LLC
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Financial Strategies, Inc.: Schwab · Applied Capital: Schwab · Ltg Capital LLC: Fidelity, Schwab