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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):+ Sterling Investment Management, LLC $409.2M · Tucson, AZ+ 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
Tampa, FL
Assets under management$389.4M$409M$413.1M
Asset growth, last 2 years+18%+95%+97%
Advisory staff857
Individual clients40322482
Assets per client$9.7M$1.3M$857K
Clients per advisor56469
Main custodianJ.P. MorganSchwabLPL Financial
Filing with the SEC since201920202020
Tools in their stack–23
People on Advicer.bio359

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

ToolIn on CapitalCode Waechter LLCNorthbridge Financial Group, LLC
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses itUses it

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