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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 Fund Advisors of America Inc (swap one in):+ Rooted Planning Group $157M · Corning, NY+ Legacy Advisory Services, LLC $156.9M · Exton, PA+ Financial Trust Asset Management Chartered $141.9M · Boca Raton, FL+ Midwest Financial Network, LLC $141.9M · Tinley Park, IL
Orlando, FL
Sebring, FL
Frederick, MD
Assets under management$149.4M$157.7M$156.9M
Asset growth, last 2 years+47%–+12%
Advisory staff335
Individual clients585428204
Assets per client$255K$369K$769K
Clients per advisor19514341
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20242023
Tools in their stack–2–
People on Advicer.bio233

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

ToolFund Advisors of America IncWaypoints FinancialMoore Wealth
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–

Custodians on Form ADV: Fund Advisors of America Inc: Schwab · Waypoints Financial: Schwab · Moore Wealth: Fidelity