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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 Fmi (swap one in):+ Slayton Lewis Inc $334.4M · Salt Lake City, UT+ Hewell Financial Group, Inc. $334.4M+ Fai Advisors, Inc. $302M · Farmington Hills, MI+ Core Financial $301.7M · El Segundo, CA
Ardmore, OK
Ketchum, ID
North Andover, MA
Assets under management$318.3M$334.4M$301.5M
Asset growth, last 2 years+29%+84%+50%
Advisory staff472
Individual clients690367324
Assets per client$461K$911K$931K
Clients per advisor17352162
Main custodianSchwabSchwabFidelity
Filing with the SEC since201720182017
Tools in their stack12–
People on Advicer.bio472

From each firm's latest Form ADV (Apr 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.

ToolFmiAmerican Capital Advisory, LLCMassachusetts Wealth Management, LLC
CRM
Envestnet Tamarac–Uses it–
Website Builders
SquarespaceUses itUses it–

Custodians on Form ADV: Fmi: Schwab · American Capital Advisory, LLC: Schwab · Massachusetts Wealth Management, LLC: Fidelity, Schwab, UBS