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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 Firstmetric (swap one in):+ Preston Wealth Advisors, LLC. $286M · Reston, VA+ Omnistar Financial Group, Inc. $285.7M · Wilmington, NC+ Nabity-Jensen Investment Management, Inc. $258.5M · Omaha, NE+ Bush Wealth Management $258.4M · Valdosta, GA
Troy, MI
Spokane, WA
Denver, CO
Assets under management$272.1M$285.8M$286M
Asset growth, last 2 years−2%+32%+26%
Advisory staff147
Individual clients48572186
Assets per client$5.7M$500K$1.5M
Clients per advisor4814327
Main custodianSchwabSchwab–
Filing with the SEC since201720202012 or earlier
Tools in their stack–2–
People on Advicer.bio146

From each firm's latest Form ADV (Mar 2026, Aug 2026, Oct 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.

ToolFirstmetricFinancial Forum, Inc.Lotusgroup Advisors
Client File Sharing
ShareFile–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Firstmetric: Schwab, Vanguard, My529 Plan, Fidelity · Financial Forum, Inc.: Schwab · Lotusgroup Advisors: none listed