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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 Front Porch Financial Advisory (swap one in):+ Masus Financial Group, LTD. $190.6M · Batavia, IL+ Vanguard Capital $190.4M · Denver, CO+ Investor Advisory Group $172.1M · Charlotte, NC+ Hayden Harper Wealth Advisory, LLC $171.1M · Charlotte, NC
Charlotte, NC
Greenwood Village, CO
El Dorado Hills, CA
Assets under management$181.3M$190.5M$172.2M
Asset growth, last 2 years+47%+44%+43%
Advisory staff123
Individual clients114219120
Assets per client$1.6M$870K$1.4M
Clients per advisor11411040
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420212022
Tools in their stack3–2
People on Advicer.bio223

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

ToolFront Porch Financial AdvisoryWisdom Wealth StrategiesLarsen Wealth Management
Client File Sharing
Box––Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Planning Light
AdvyzonUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Front Porch Financial Advisory: Schwab, Voya Retirement Advisors, LLC · Wisdom Wealth Strategies: Schwab · Larsen Wealth Management: Schwab