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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 Foundation Resource Management, Inc. (swap one in):+ Baron Silver Stevens Financial Advisors, LLC $1.2B · Boca Raton, FL+ Richard Young Advisors $1.2B · Augusta, GA+ Corvus Wealth Advisors LLC $1.08B · Templeton, CA+ Summit Asset Management LLC $1.08B · Memphis, TN
Little Rock, AR
San Diego, CA
Pittsburgh, PA
Assets under management$1.14B$1.2B$1.08B
Asset growth, last 2 years+24%+86%+35%
Advisory staff6197
Individual clients211574410
Assets per client$5.4M$2.1M$2.6M
Clients per advisor353059
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20182013
Tools in their stack122
People on Advicer.bio5194

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

ToolFoundation Resource Management, Inc.Centura Wealth AdvisoryTrebuchet Consulting, LLC
Client File Sharing
Box–Uses it–
CRM
HubSpot–Uses it–
Custodial Platform
Wealthscape (Fidelity)––Uses it
Website Builders
WixUses it–Uses it

Custodians on Form ADV: Foundation Resource Management, Inc.: Schwab, Fidelity · Centura Wealth Advisory: Schwab · Trebuchet Consulting, LLC: Fidelity