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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+ Hms Financial Services, LLC $118.5M · Columbia, SC+ Intelligent Investing $118.5M
Rochester, NY
Vancouver, WA
Assets under management$125M$131.3M$131.3M
Asset growth, last 2 years–+112%–
Advisory staff132
Individual clients–114115
Assets per client–$1.2M$1.1M
Clients per advisor–3858
Main custodian–SchwabSchwab
Filing with the SEC since202620192024
Tools in their stack–45
People on Advicer.bio122

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

ToolFoxglove FinancialLayline AdvisorsMiddleton & Company
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
Client File Sharing
Box––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Planning Light
Advyzon––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Foxglove Financial: none listed · Layline Advisors: Schwab · Middleton & Company: Schwab