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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 Investment Services (swap one in):+ Massey, Joshua $94.5M+ Webb Financial Group $94.4M · Mission Viejo, CA+ Optimum Retirement Planning LLC $85.4M · Libertyville, IL+ Watson Capital Management, Inc. $85.3M
Lexington, KY
Greensboro, NC
Assets under management$89.9M$94.5M$85.4M
Asset growth, last 2 years–+106%−34%
Advisory staff219
Individual clients26543271
Assets per client$339K$2.2M$315K
Clients per advisor1334330
Main custodian––Schwab
Filing with the SEC since20262012 or earlier2020
Tools in their stack1––
People on Advicer.bio2112

From each firm's latest Form ADV (Apr 2026, Mar 2026, Sep 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 Investment ServicesCypress Praxis, LLCIntercarolina Financial Services, Inc.
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Foster Investment Services: none listed · Cypress Praxis, LLC: none listed · Intercarolina Financial Services, Inc.: Schwab, Alerus, Newport Retirement Services, Folio, Penserv, Mpmg, John Hancock, First Trust, Employee Fiduciary