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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):+ Strategic Wealth Group $1.54B · Eden Prairie, MN+ Seacrest Wealth Management, LLC $1.53B · Purchase, NY+ Strategic Wealth Investment Group, LLC $1.38B · Louisville, KY+ Private Client Services, LLC $1.38B · Louisville, KY
Edmond, OK
Irvine, CA
Rockville Centre, NY
Assets under management$1.46B$1.54B$1.38B
Asset growth, last 2 years+44%+34%+15%
Advisory staff152754
Individual clients4,6748613,150
Assets per client$312K$1.8M$439K
Clients per advisor3123258
Main custodianLPL FinancialFidelityLPL Financial
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio152543

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

ToolForge FinancialBenefit Financial Services GroupThe Pinnacle Financial Group
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Forge Financial: LPL Financial · Benefit Financial Services Group: Fidelity, Schwab · The Pinnacle Financial Group: LPL Financial, Schwab