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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+ Sterling Investment Management, LLC $409.2M · Tucson, AZ+ Aft, Forsyth & Sober, LLC $368.5M · Valrico, FL+ Highland Investment Advisors LLC $368.3M · Ponte Vedra, FL
Miami, FL
Tampa, FL
Cedar Park, TX
Assets under management$389.4M$409M$409M
Asset growth, last 2 years+18%+95%+57%
Advisory staff852
Individual clients40322667
Assets per client$9.7M$1.3M$613K
Clients per advisor564334
Main custodianJ.P. MorganSchwabSchwab
Filing with the SEC since201920202017
Tools in their stack–22
People on Advicer.bio352

From each firm's latest Form ADV (Mar 2026, Jan 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 LLCTrue Financial Group
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Acuity Scheduling––Uses it
Website Builders
Squarespace––Uses it

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