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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 First Financial Services, LLC (swap one in):+ Jrp Capital Corp $108.5M · Dublin, OH+ Williamson Advisory Services, Inc. $108.4M · Marietta, GA+ Rmh Investment Management, LLC $98M · Tucson, AZ+ F.f. Advisors, LLC $98M
Little Rock, AR
Flower Mound, TX
Assets under management$103.2M$108.4M$108.5M
Asset growth, last 2 years−1%––
Advisory staff311
Individual clients886253
Assets per client$1.2M$1.7M$2M
Clients per advisor296253
Main custodianSchwab––
Filing with the SEC since202420262026
Tools in their stack13–
People on Advicer.bio312

From each firm's latest Form ADV (Aug 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.

ToolFirst Financial Services, LLCBenchmark Financial323 Wealth Management, LLC
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: First Financial Services, LLC: Schwab · Benchmark Financial: none listed · 323 Wealth Management, LLC: none listed