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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 Forest Asset Management LLC (swap one in):+ Waypoint Wealth Management $242.5M · Timonium, MD+ Munn Wealth Management, LLC $242.3M · Maumee, OH+ Slocum, Gordon & Co. LLP $219.2M · Newport, RI+ Robert Stephen Capital Management LLC $219.1M · Tulsa, OK
Riverside, IL
Morton, IL
Oak Park, IL
Assets under management$230.7M$242.8M$217.9M
Asset growth, last 2 years+25%+108%+32%
Advisory staff352
Individual clients106936167
Assets per client$2.2M$259K$1.3M
Clients per advisor3518784
Main custodianFidelitySchwabFidelity
Filing with the SEC since202120232012 or earlier
Tools in their stack13–
People on Advicer.bio353

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

ToolForest Asset Management LLC210 FinancialMadden Funds Management
Portfolio Management
OrionUses itUses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Forest Asset Management LLC: Fidelity, Schwab · 210 Financial: Schwab, Alight Financial Solutions, LLC · Madden Funds Management: Fidelity