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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 Forefront (swap one in):+ Fischer Investment Strategies, LLC $251.9M · Westlake Village, CA+ Murphy Wealth Management Group $251.9M · Fishkill, NY+ Center for Wealth Management Advisory $227.8M+ Magnolia Capital Management $227.7M · Cold Spring, NY
Austin, TX
Houston, TX
Kingwood, TX
Assets under management$239.8M$252.3M$226.4M
Asset growth, last 2 years+103%+3%+31%
Advisory staff7617
Individual clients5729916
Assets per client$419K$28M$247K
Clients per advisor82254
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420182019
Tools in their stack2–3
People on Advicer.bio31619

From each firm's latest Form ADV (Sep 2026, 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.

ToolForefrontJcp Investment Management, LLCD.h. Hill Advisors, Inc.
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Forefront: Schwab · Jcp Investment Management, LLC: Schwab, Pershing · D.h. Hill Advisors, Inc.: Schwab