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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 Freedom Advisory (swap one in):+ Statheros Financial Solutions, Inc. $926.2M · El Dorado Hills, CA+ Coyle Capital, LLC $925.2M · Lakeway, TX+ Freegulliver, LLC $836.6M · New Orleans, LA+ Peddock Capital Advisors, LLC $836.2M · Braintree, MA
Guaynabo, PR
Littleton, CO
Worcester, MA
Assets under management$880.6M$926.1M$835.9M
Asset growth, last 2 years+59%+30%+51%
Advisory staff637
Individual clients423242619
Assets per client$2.1M$3.8M$1.4M
Clients per advisor718188
Main custodianSchwabSchwabSchwab
Filing with the SEC since20172012 or earlier2022
Tools in their stack–––
People on Advicer.bio637

From each firm's latest Form ADV (Feb 2026, Mar 2026, Sep 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Freedom Advisory: Schwab · Sprinkle Financial Consultants LLC: Schwab · Carr Financial Group: Schwab