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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 Formulate Financial LLC (swap one in):+ Barnstone Advisors LLC $241.1M · Phoenixville, PA+ Bassam Wealth Management, LLC $241M · Palm Beach, FL+ Madden Funds Management $217.9M · Oak Park, IL+ Enspyre Wealth Advisors, Inc. $217.7M · Woodbury, MN
Edina, MN
Madison, MS
Assets under management$229.4M$241M$217.7M
Asset growth, last 2 years–+95%+18%
Advisory staff144
Individual clients44541590
Assets per client$5.2M$445K$369K
Clients per advisor44135148
Main custodian–FidelityRaymond James
Filing with the SEC since202420232016
Tools in their stack–3–
People on Advicer.bio135

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

ToolFormulate Financial LLCCfg RetirementSound Financial Strategies Group, LLC
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
TAMP
GeoWealth–Uses it–

Custodians on Form ADV: Formulate Financial LLC: none listed · Cfg Retirement: Fidelity, Schwab · Sound Financial Strategies Group, LLC: Raymond James, Prudential Investment Management Services LLC