Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Insight Financial Services (swap one in):+ Drawbridge Capital $224.6M · Tulsa, OK+ Prato Capital Management $224.6M · White Plains, NY+ Ball & Company $203.1M+ Syntax Research, Inc. $202.9M · Boca Raton, FL
Overland Park, KS
Lawrence, KS
Traverse City, MI
Assets under management$213.8M$225.1M$203M
Asset growth, last 2 years+23%+26%+26%
Advisory staff823
Individual clients444295176
Assets per client$482K$763K$1.2M
Clients per advisor5614859
Main custodianFidelityLPL FinancialFidelity
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack–22
People on Advicer.bio923

From each firm's latest Form ADV (Jul 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.

ToolInsight Financial ServicesThe Perspective GroupIndependent Wealth Management, LLC
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)––Uses it
Client File Sharing
ShareFile–Uses it–
Custodial Platform
LPL Financial (ClientWorks)–Uses it–

Custodians on Form ADV: Insight Financial Services: Fidelity · The Perspective Group: LPL Financial, Lincoln Financial Distributors, Inc. · Independent Wealth Management, LLC: Fidelity