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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+ Peddock Capital Advisors, LLC $836.2M · Braintree, MA+ Carr Financial Group $835.9M · Worcester, MA
Guaynabo, PR
Littleton, CO
New Orleans, LA
Assets under management$880.6M$926.1M$836.6M
Asset growth, last 2 years+59%+30%+53%
Advisory staff639
Individual clients423242170
Assets per client$2.1M$3.8M$4.9M
Clients per advisor718119
Main custodianSchwabSchwabSchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio635

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

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.

ToolFreedom AdvisorySprinkle Financial Consultants LLCFreegulliver, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Freedom Advisory: Schwab · Sprinkle Financial Consultants LLC: Schwab · Freegulliver, LLC: Schwab