Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Integrity Wealth LLC $304.8M · Eugene, OR+ Black Cypress Capital $304.6M
Austin, TX
Richmond, VA
Houston, TX
Assets under management$321M$337.2M$303.5M
Asset growth, last 2 years+19%+46%+63%
Advisory staff163
Individual clients119167109
Assets per client$2.7M$2M$2.8M
Clients per advisor1192836
Main custodianSchwabPershingSchwab
Filing with the SEC since202420172021
Tools in their stack–63
People on Advicer.bio154

From each firm's latest Form ADV (Aug 2026, Apr 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.

ToolFounder Family Financial, LLCEvoadvisorsPenney Financial
Custodial Platform
Charles Schwab–Uses itUses it
Altruist–Uses it–
NetX360 (Pershing)–Uses it–
CRM
SS&C Black Diamond–Uses it–
ESG/SRI
YourStake–Uses it–
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Founder Family Financial, LLC: Schwab · Evoadvisors: Pershing · Penney Financial: Schwab