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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 Forthright Finances LLC (swap one in):+ Osprey Capital Management, LLC $30.1M · Rock Hall, MD+ Servus Capital Management $30.1M · Lynchburg, VA+ Aja Financial LLC $27.2M+ Your Path Fi $27.2M
Tucson, AZ
Southfield, MI
New York, NY
Assets under management$28.6M$30.1M$27.2M
Asset growth, last 2 years––+42%
Advisory staff111
Individual clients548527
Assets per client$530K$354K$1M
Clients per advisor548527
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack31–
People on Advicer.bio111

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

ToolForthright Finances LLCSterling Advisory Group LLCStonehurst Management, LLC
Client File Sharing
DropboxUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Forthright Finances LLC: none listed · Sterling Advisory Group LLC: none listed · Stonehurst Management, LLC: Schwab