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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 Foster Group, Inc. (swap one in):+ Cain, Watters & Associates, LLC $5.04B · Frisco, TX+ Riverbridge $5.03B · Minneapolis, MN+ Franklin Street Advisors Inc. $4.53B · Chapel Hill, NC+ Jfg Family Office $4.53B · Denver, CO
West Des Moines, IA
Urbandale, IA
Westport, CT
Assets under management$4.78B$5.41B$5.02B
Asset growth, last 2 years+47%+171%+78%
Advisory staff4532225
Individual clients1,95610,6601,846
Assets per client$2.4M$508K$2.7M
Clients per advisor433374
Main custodianSchwab–Pershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–9
People on Advicer.bio5836541

From each firm's latest Form ADV (Oct 2026, Jul 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.

ToolFoster Group, Inc.Integrity Alliance, LLCCoastal Bridge Advisors
Custodial Platform
Charles SchwabUses it–Uses it
NetX360 (Pershing)Uses it–Uses it
Wealthscape (Fidelity)––Uses it
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Cash Management/Budgeting
Flourish––Uses it
Client File Sharing
FutureVault––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Foster Group, Inc.: Schwab · Integrity Alliance, LLC: none listed · Coastal Bridge Advisors: Pershing