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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 Flynn Financial, LLC (swap one in):+ Eagan Capital Management, LLC $86.2M · Fayetteville, NY+ Rgb Capital Group $86.1M+ Cypress Wealth Management, LLC $77.9M · Germantown, TN+ On Course Financial Planning $77.8M
Blakely, PA
Mount Pleasant, SC
New York, NY
Assets under management$82M$86.1M$86.2M
Asset growth, last 2 years–+72%+68%
Advisory staff111
Individual clients14130264
Assets per client$582K$285K$1.3M
Clients per advisor14130264
Main custodian––Schwab
Filing with the SEC since202620212012 or earlier
Tools in their stack2––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Apr 2026, Feb 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.

ToolFlynn Financial, LLCBowen WealthMace Capital Management, LLC
Custodial Platform
Charles SchwabUses it––
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Flynn Financial, LLC: none listed · Bowen Wealth: none listed · Mace Capital Management, LLC: Schwab