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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+ Georgia Wealth Partners, LLC $157.5M · Griffin, GA+ Ltg Capital LLC $142.2M · Framingham, MA+ Josh Arnold Investment Consultant, LLC $142.1M · Edina, MN
Brookfield, WI
Assets under management$149.8M$157.4M$157.4M
Asset growth, last 2 years+14%+41%+38%
Advisory staff422
Individual clients19926458
Assets per client$753K$596K$2.7M
Clients per advisor5013229
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220212012 or earlier
Tools in their stack2–1
People on Advicer.bio42–

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 CapitalPeck Wealth Management, LLC
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Financial Strategies, Inc.: Schwab · Applied Capital: Schwab · Peck Wealth Management, LLC: Schwab