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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 Fpnavigators (swap one in):+ Dorval & Chorne Financial Advisors $373.9M · Maple Grove, MN+ The Karras Company, Inc. $372.9M · Roy, UT+ Evoadvisors $337.2M · Richmond, VA+ The Nalls Sherbakoff Group, LLC $337.1M · Knoxville, TN
Maple Grove, MN
Eden Prairie, MN
Beverly, MA
Assets under management$355.1M$375.4M$337.3M
Asset growth, last 2 years–+95%+228%
Advisory staff574
Individual clients412138135
Assets per client$862K$2.7M$2.5M
Clients per advisor822034
Main custodian–FidelitySchwab
Filing with the SEC since202420192019
Tools in their stack22–
People on Advicer.bio586

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

ToolFpnavigatorsAbbey StreetBluedoor Private Wealth, LLC
Custodial Platform
Charles SchwabUses it––
E-Signature
Adobe Sign–Uses it–
Financial Planning
eMoneyUses itUses it–

Custodians on Form ADV: Fpnavigators: none listed · Abbey Street: Fidelity · Bluedoor Private Wealth, LLC: Schwab