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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 Forge Financial (swap one in):+ Independent Solutions Wealth Management, LLC $1.54B · Williamsville, NY+ Seacrest Wealth Management, LLC $1.53B · Purchase, NY+ Strategic Wealth Investment Group, LLC $1.38B · Louisville, KY+ The Pinnacle Financial Group $1.38B · Rockville Centre, NY
Edmond, OK
Irvine, CA
Eden Prairie, MN
Assets under management$1.46B$1.54B$1.54B
Asset growth, last 2 years+44%+34%+85%
Advisory staff152723
Individual clients4,6748613,524
Assets per client$312K$1.8M$436K
Clients per advisor31232153
Main custodianLPL FinancialFidelityLPL Financial
Filing with the SEC since20192012 or earlier2016
Tools in their stack1––
People on Advicer.bio152523

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

ToolForge FinancialBenefit Financial Services GroupStrategic Wealth Group
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Forge Financial: LPL Financial · Benefit Financial Services Group: Fidelity, Schwab · Strategic Wealth Group: LPL Financial, Schwab