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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 Green Wing Financial Solutions LLC (swap one in):+ Mobjack Investments $1.4M+ Forthright Partnerstm $1.4M+ Tree Line Strategy Group LLC $1.2M+ Ziv Investment Company LLC $1.2M · Chicago, IL
Brentwood, TN
Assets under management$1.3M$1.4M$1.2M
Asset growth, last 2 years–−22%–
Advisory staff111
Individual clients31414
Assets per client$431K$98K$88K
Clients per advisor31414
Main custodian–––
Filing with the SEC since202620212026
Tools in their stack––3
People on Advicer.bio111

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

ToolGreen Wing Financial Solutions LLCQuants CompeteLee Financial Group
Advisor Lead Gen
Fee-Only Network––Uses it
Schedule Apps
Calendly––Uses it
Tax Planning
FP Alpha––Uses it