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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 Insight Financial Services (swap one in):+ Capital Advisory Group, Inc. $224.9M · Dallas, TX+ Drawbridge Capital $224.6M · Tulsa, OK+ Ball & Company $203.1M+ Independent Wealth Management, LLC $203M · Traverse City, MI
Overland Park, KS
Lawrence, KS
White Plains, NY
Assets under management$213.8M$225.1M$224.6M
Asset growth, last 2 years+23%+26%+38%
Advisory staff823
Individual clients444295273
Assets per client$482K$763K$823K
Clients per advisor5614891
Main custodianFidelityLPL FinancialSchwab
Filing with the SEC since2012 or earlier20202017
Tools in their stack–2–
People on Advicer.bio923

From each firm's latest Form ADV (Jul 2026, Mar 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 GroupPrato Capital Management
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. · Prato Capital Management: Schwab