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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 Folios (swap one in):+ American Retirement Planning Group Inc $348.1M · Las Vegas, NV+ Michels Family Financial, LLC $347.9M · Fort Worth, TX+ Twin Lakes Capital $314.7M · Redwood Shores, CA+ Wms Wealth Planners $314.7M · Pittsburgh, PA
Charlotte, NC
Berkeley Heights, NJ
Mclean, VA
Assets under management$331.3M$347.9M$348.1M
Asset growth, last 2 years+19%+78%+42%
Advisory staff1583
Individual clients1,228437243
Assets per client$270K$796K$1.4M
Clients per advisor825581
Main custodianSchwabSchwabFidelity
Filing with the SEC since20192012 or earlier2018
Tools in their stack–––
People on Advicer.bio1984

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Insight Folios: Schwab · Oakbourne Advisors: Schwab, SEI · 4j Wealth Management, LLC: Fidelity