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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+ Bluedoor Private Wealth, LLC $337.3M · Beverly, MA+ The Nalls Sherbakoff Group, LLC $337.1M · Knoxville, TN
Maple Grove, MN
Eden Prairie, MN
Richmond, VA
Assets under management$355.1M$375.4M$337.2M
Asset growth, last 2 years–+95%+46%
Advisory staff576
Individual clients412138167
Assets per client$862K$2.7M$2M
Clients per advisor822028
Main custodian–FidelityPershing
Filing with the SEC since202420192017
Tools in their stack226
People on Advicer.bio585

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

ToolFpnavigatorsAbbey StreetEvoadvisors
Custodial Platform
Charles SchwabUses it–Uses it
Altruist––Uses it
NetX360 (Pershing)––Uses it
CRM
SS&C Black Diamond––Uses it
E-Signature
Adobe Sign–Uses it–
ESG/SRI
YourStake––Uses it
Financial Planning
eMoneyUses itUses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Fpnavigators: none listed · Abbey Street: Fidelity · Evoadvisors: Pershing