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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 Financially Speaking Inc (swap one in):+ Gasaway Investment Advisors, Inc. $173.1M · Kalamazoo, MI+ Wabash Capital, Inc. $173M · Terre Haute, IN+ Profocus Incorporated $156.5M · Phoenix, AZ+ Infinium Investment Advisors, LLC $155.3M · Denver, CO
Greenwood Village, CO
Hollywood, FL
Denver, CO
Assets under management$164.8M$173.1M$154.7M
Asset growth, last 2 years+2%+43%+26%
Advisory staff312
Individual clients29510262
Assets per client$559K$1.7M$2.5M
Clients per advisor9810231
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack–––
People on Advicer.bio112

From each firm's latest Form ADV (Mar 2026, Jun 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Financially Speaking Inc: none listed · Azzendo Wealth Advisors: Schwab · Butler Financial Services: Schwab