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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 Advisory, LLC (swap one in):+ Stifel Independent Advisors, LLC $5.01B · St Louis, MO+ Savvy $5B · New York, NY+ Sage Mountain Advisors, LLC $4.29B · Atlanta, GA+ Zwj Investment Counsel Inc $4.23B · Atlanta, GA
Atlanta, GA
Atlanta, GA
Westport, CT
Assets under management$4.76B$5.29B$5.02B
Asset growth, last 2 years+46%+87%+78%
Advisory staff864825
Individual clients9,0383,1081,846
Assets per client$527K$1.7M$2.7M
Clients per advisor1056574
Main custodianLPL FinancialSchwabPershing
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack239
People on Advicer.bio1106441

From each firm's latest Form ADV (Sep 2026, Jul 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 Advisory, LLCBip Wealth, LLCCoastal Bridge Advisors
Custodial Platform
NetX360 (Pershing)–Uses itUses it
Wealthscape (Fidelity)–Uses itUses it
Charles Schwab––Uses it
LPL Financial (ClientWorks)Uses it––
CRM
HubSpot–Uses itUses it
Envestnet Tamarac––Uses it
Cash Management/Budgeting
Flourish––Uses it
Client File Sharing
FutureVault––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
OnceHubUses it––

Custodians on Form ADV: Ifg Advisory, LLC: LPL Financial · Bip Wealth, LLC: Schwab, Millennium Trust, Fidelity · Coastal Bridge Advisors: Pershing