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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 Found Financial (swap one in):+ Stone Securities Inc. $72.5M · Clarks Green, PA+ Hebert Advisory Services Inc $72.4M · Littleton, CO+ Kadisak Financial Services, Inc. $65.5M · Naperville, IL+ Center Peak Financial $65.5M · Durham, NC
Towaco, NJ
Venice, CA
Las Vegas, NV
Assets under management$69M$72.5M$65.5M
Asset growth, last 2 years––+19%
Advisory staff111
Individual clients388778
Assets per client$1.8M$833K$840K
Clients per advisor388778
Main custodian––Schwab
Filing with the SEC since202620262016
Tools in their stack231
People on Advicer.bio141

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

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 Found FinancialMdrn WealthMonocot Wealth Management, LLC
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)–Uses it–
Custodial Platform
Altruist–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Freedom Found Financial: none listed · Mdrn Wealth: none listed · Monocot Wealth Management, LLC: Schwab