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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 In on Capital (swap one in):+ Northbridge Financial Group, LLC $413.1M · Tampa, FL+ True Financial Group $409M · Cedar Park, TX+ Aft, Forsyth & Sober, LLC $368.5M · Valrico, FL+ Highland Investment Advisors LLC $368.3M · Ponte Vedra, FL
Miami, FL
Tampa, FL
Windsor, CO
Assets under management$389.4M$409M$369.8M
Asset growth, last 2 years+18%+95%+51%
Advisory staff855
Individual clients40322614
Assets per client$9.7M$1.3M$602K
Clients per advisor564123
Main custodianJ.P. MorganSchwabFidelity
Filing with the SEC since201920202012 or earlier
Tools in their stack–2–
People on Advicer.bio354

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

ToolIn on CapitalCode Waechter LLCCosner Financial Group, LLC
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: In on Capital: J.P. Morgan, UBS, Morgan Stanley · Code Waechter LLC: Schwab · Cosner Financial Group, LLC: Fidelity