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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 Founder Family Financial, LLC (swap one in):+ Bluedoor Private Wealth, LLC $337.3M · Beverly, MA+ The Nalls Sherbakoff Group, LLC $337.1M · Knoxville, TN+ Black Cypress Capital $304.6M+ Penney Financial $303.5M · Houston, TX
Austin, TX
Richmond, VA
Eugene, OR
Assets under management$321M$337.2M$304.8M
Asset growth, last 2 years+19%+46%–
Advisory staff165
Individual clients119167245
Assets per client$2.7M$2M$1.2M
Clients per advisor1192849
Main custodianSchwabPershingFidelity
Filing with the SEC since202420172024
Tools in their stack–61
People on Advicer.bio156

From each firm's latest Form ADV (Aug 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.

ToolFounder Family Financial, LLCEvoadvisorsIntegrity Wealth LLC
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
CRM
SS&C Black Diamond–Uses it–
ESG/SRI
YourStake–Uses it–
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Founder Family Financial, LLC: Schwab · Evoadvisors: Pershing · Integrity Wealth LLC: Fidelity