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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):+ Legacy Advisory Services, LLC $156.9M · Exton, PA+ Moore Wealth $156.9M · Frederick, MD+ Financial Trust Asset Management Chartered $141.9M · Boca Raton, FL+ Midwest Financial Network, LLC $141.9M · Tinley Park, IL
Orlando, FL
Sebring, FL
Corning, NY
Assets under management$149.4M$157.7M$157M
Asset growth, last 2 years+47%–+64%
Advisory staff333
Individual clients585428218
Assets per client$255K$369K$720K
Clients per advisor19514373
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20242018
Tools in their stack–25
People on Advicer.bio233

From each firm's latest Form ADV (Feb 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.

ToolFund Advisors of America IncWaypoints FinancialRooted Planning Group
Custodial Platform
Charles Schwab–Uses itUses it
Vanguard––Uses it
Advisory Fee Billing
AdvicePay––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Fund Advisors of America Inc: Schwab · Waypoints Financial: Schwab · Rooted Planning Group: Schwab