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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
Thomasville, GA
Assets under management$4.76B$5.29B$4.2B
Asset growth, last 2 years+46%+87%+12%
Advisory staff86486
Individual clients9,0383,108281
Assets per client$527K$1.7M$14.9M
Clients per advisor1056547
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack23–
People on Advicer.bio110648

From each firm's latest Form ADV (Sep 2026, May 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, LLCSoutheast Asset Advisors, LLC
Custodial Platform
LPL Financial (ClientWorks)Uses it––
NetX360 (Pershing)–Uses it–
Wealthscape (Fidelity)–Uses it–
CRM
HubSpot–Uses it–
Schedule Apps
OnceHubUses it––

Custodians on Form ADV: Ifg Advisory, LLC: LPL Financial · Bip Wealth, LLC: Schwab, Millennium Trust, Fidelity · Southeast Asset Advisors, LLC: Schwab, Regions Bank, U.s. Trust, Bank of America N.a.