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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 Goto Financial (swap one in):+ Occam Capital Management, LLC $67.4M · Pittsford, NY+ Legacy Wealth Group $67.4M · Las Vegas, NV+ C.e.c. Wealth Management $60.9M+ Responsive Financial Group, Inc. $60.9M
Woodbridge, NJ
Beaverton, OR
Assets under management$64.1M$67.4M$67.4M
Asset growth, last 2 years+59%––
Advisory staff211
Individual clients67161103
Assets per client$957K$419K$654K
Clients per advisor34161103
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack––2
People on Advicer.bio211

From each firm's latest Form ADV (Aug 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

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.

ToolGoto FinancialRetirement Income Advisory Group LLCScout Asset Management
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it