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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 Foothills Advisors, LLC (swap one in):+ Fund Advisors of America Inc $149.4M · Orlando, FL+ Bellingham Capital $149.2M · Bellingham, WA+ Integrity Financial Advisors, LLC $134.9M · Woburn, MA+ Rw Baker Wealth Management Group LLC $134.9M · Cheyenne, WY
Cave Creek, AZ
Scottsdale, AZ
Tucson, AZ
Assets under management$142.1M$150.6M$150M
Asset growth, last 2 years+21%–−17%
Advisory staff32111
Individual clients184392414
Assets per client$772K$384K$362K
Clients per advisor611938
Main custodianSchwab–RBC
Filing with the SEC since202420232021
Tools in their stack3–1
People on Advicer.bio3219

From each firm's latest Form ADV (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.

ToolFoothills Advisors, LLCCsp Financial Group LLCUnion Capital Company
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoneyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Foothills Advisors, LLC: Schwab · Csp Financial Group LLC: none listed · Union Capital Company: RBC, Fidelity