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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):+ Riverbridge $5.03B · Minneapolis, MN+ Coastal Bridge Advisors $5.02B · Westport, CT+ Franklin Street Advisors Inc. $4.53B · Chapel Hill, NC+ Jfg Family Office $4.53B · Denver, CO
West Des Moines, IA
Urbandale, IA
Naples, FL
Assets under management$4.78B$5.41B$4.51B
Asset growth, last 2 years+47%+171%+78%
Advisory staff4532235
Individual clients1,95610,6601,875
Assets per client$2.4M$508K$2.4M
Clients per advisor433354
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack2–1
People on Advicer.bio5836549

From each firm's latest Form ADV (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.

ToolFoster Group, Inc.Integrity Alliance, LLCCwa Asset Management Group
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
CRM
HubSpot––Uses it

Custodians on Form ADV: Foster Group, Inc.: Schwab · Integrity Alliance, LLC: none listed · Cwa Asset Management Group: Schwab