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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):+ The Advisory Resource Group, LLC $926.6M · Tulsa, OK+ 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
El Dorado Hills, CA
Assets under management$880.6M$926.1M$926.2M
Asset growth, last 2 years+59%+30%+31%
Advisory staff6311
Individual clients423242555
Assets per client$2.1M$3.8M$1.7M
Clients per advisor718150
Main custodianSchwabSchwabSchwab
Filing with the SEC since20172012 or earlier2019
Tools in their stack––3
People on Advicer.bio6311

From each firm's latest Form ADV (Feb 2026, Mar 2026, Jun 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 LLCStatheros Financial Solutions, Inc.
Planning Light
Advyzon––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Freedom Advisory: Schwab · Sprinkle Financial Consultants LLC: Schwab · Statheros Financial Solutions, Inc.: Schwab