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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 Fvs Financial (swap one in):+ Pettus & Dawkins Financial Group, LLC $11.6M+ Farrecian Investments Inc $11.6M · Wichita, KS+ Equity Management, Inc. $10.4M+ Bow Stream Investments LLC $10.4M · Southlake, TX
Bradenton, FL
Sagaponack, NY
Assets under management$11M$11.6M$10.4M
Asset growth, last 2 years–––
Advisory staff111
Individual clients25933
Assets per client$440K$1.3M$317K
Clients per advisor25933
Main custodian–––
Filing with the SEC since202420262026
Tools in their stack––2
People on Advicer.bio111

From each firm's latest Form ADV (Jul 2024, Oct 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.

ToolFvs FinancialParker Financial Planning, LLC.Powder Ridge Capital LP
Custodial Platform
Interactive Brokers––Uses it
Website Builders
Squarespace––Uses it