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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 Foxglove Financial (swap one in):+ Conscious Capital Wealth Management, LLC $131.3M · Tampa, FL+ Seattle Wealth Management LLC $131.3M · Seattle, WA+ Intelligent Investing $118.5M+ Sandhill Wealth Management, Inc. $118.5M · Winter Park, FL
Rochester, NY
Columbia, SC
Assets under management$125M$131.3M$118.5M
Asset growth, last 2 years–+112%+22%
Advisory staff131
Individual clients–114194
Assets per client–$1.2M$611K
Clients per advisor–38194
Main custodian–SchwabFidelity
Filing with the SEC since202620192012 or earlier
Tools in their stack–4–
People on Advicer.bio121

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

ToolFoxglove FinancialLayline AdvisorsHms Financial Services, LLC
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Foxglove Financial: none listed · Layline Advisors: Schwab · Hms Financial Services, LLC: Fidelity