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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 Ifg Advisors, LLC (swap one in):+ Fpl Capital Management, LLC $1.08B · Metairie, LA+ Nfsg Corporation $1.08B · Boca Raton, FL+ Summit Wealth and Retirement Partners $978.1M · Eagle, ID+ Cortland Associates Inc $958M · St. Louis, MO
St. Louis, MO
Stamford, CT
New York, NY
Assets under management$1.03B$1.08B$1.08B
Asset growth, last 2 years+128%+51%+23%
Advisory staff42310
Individual clients5661,28841,733
Assets per client$1.8M$840K$26K
Clients per advisor142564,173
Main custodianSchwabRaymond JamesApex Clearing
Filing with the SEC since201420182017
Tools in their stack3–1
People on Advicer.bio8239

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

ToolIfg Advisors, LLCSovereign Financial Group, Inc.Titan
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Ifg Advisors, LLC: Schwab · Sovereign Financial Group, Inc.: Raymond James · Titan: Apex Clearing