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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):+ Lotusgroup Advisors $286M · Denver, CO+ 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
Reston, VA
Assets under management$272.1M$285.8M$286M
Asset growth, last 2 years−2%+32%+48%
Advisory staff144
Individual clients48572301
Assets per client$5.7M$500K$950K
Clients per advisor4814375
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720202015
Tools in their stack–22
People on Advicer.bio145

From each firm's latest Form ADV (Mar 2026, Aug 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.Preston Wealth Advisors, LLC.
Client File Sharing
ShareFile–Uses it–
Custodial Platform
Charles Schwab––Uses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Firstmetric: Schwab, Vanguard, My529 Plan, Fidelity · Financial Forum, Inc.: Schwab · Preston Wealth Advisors, LLC.: Schwab