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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 Harrison Financial Planning (swap one in):+ Jcg Advisory Group, LLC $33.7M · Bozeman, MT+ Gkfo, LLC $33.6M · W. Conshohocken, PA+ Guidepost Financial Planning, LLC $30.4M · Fort Collins, CO+ Creative Financial Planning Advisors, Inc. $30.4M · South Bend, IN
Columbia, MO
Diamond Bar, CA
Ellisville, MO
Assets under management$32M$33.7M$30.2M
Asset growth, last 2 years–––
Advisory staff111
Individual clients3010959
Assets per client$1.1M$309K$512K
Clients per advisor3010959
Main custodian–––
Filing with the SEC since202620142026
Tools in their stack1–5
People on Advicer.bio111

From each firm's latest Form ADV (Jun 2026, Mar 2026, Aug 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.

ToolHarrison Financial PlanningThe Financial GroupFinancial Planning Associates, Inc.
Schedule Apps
CalendlyUses it––
OnceHub––Uses it
Advisor Lead Gen
Fee-Only Network––Uses it
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it