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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):+ T.h. Rapko & Company, LLC $33.7M · Monterey, CA+ Jcg Advisory Group, LLC $33.7M · Bozeman, MT+ Guidepost Financial Planning, LLC $30.4M · Fort Collins, CO+ Financial Planning Associates, Inc. $30.2M · Ellisville, MO
Columbia, MO
Diamond Bar, CA
W. Conshohocken, PA
Assets under management$32M$33.7M$33.6M
Asset growth, last 2 years––−95%
Advisory staff1110
Individual clients301094
Assets per client$1.1M$309K$8.4M
Clients per advisor301090
Main custodian––Schwab
Filing with the SEC since202620142012 or earlier
Tools in their stack1––
People on Advicer.bio111

From each firm's latest Form ADV (Jun 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.

ToolHarrison Financial PlanningThe Financial GroupGkfo, LLC
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Harrison Financial Planning: none listed · The Financial Group: none listed · Gkfo, LLC: Schwab, Pershing