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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 Grand Arbor Advisors (swap one in):+ Eagle Wealth Management, Inc. $13.1M+ Foresight Strategic Partners, LLC $13.1M+ Joel Busboom Financial, LLC $11.8M+ First Principles Investment Management LLC $11.8M
Summerville, SC
Irvine, CA
Assets under management$12.5M$13.1M$11.8M
Asset growth, last 2 years–––
Advisory staff131
Individual clients3816660
Assets per client$328K$79K$197K
Clients per advisor385560
Main custodian–––
Filing with the SEC since202420262021
Tools in their stack–31
People on Advicer.bio131

From each firm's latest Form ADV (Jan 2024, Sep 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

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.

ToolGrand Arbor AdvisorsHfg CapitalIngen Strategies, LLC
Digital Marketing
Snappy Kraken–Uses it–
Planning Light
Advyzon–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly––Uses it