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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):+ Middleton & Company $131.3M · Vancouver, WA+ Conscious Capital Wealth Management, LLC $131.3M · Tampa, FL+ Hms Financial Services, LLC $118.5M · Columbia, SC+ Intelligent Investing $118.5M
Rochester, NY
Seattle, WA
Assets under management$125M$131.3M$131.3M
Asset growth, last 2 years–+112%+38%
Advisory staff131
Individual clients–114100
Assets per client–$1.2M$1.3M
Clients per advisor–38100
Main custodian–SchwabSchwab
Filing with the SEC since202620192017
Tools in their stack–41
People on Advicer.bio122

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 AdvisorsSeattle Wealth Management LLC
Custodial Platform
Charles Schwab–Uses itUses 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 · Seattle Wealth Management LLC: Schwab