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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):+ 4j Wealth Management, LLC $348.1M · Mclean, VA+ 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
Las Vegas, NV
Assets under management$331.3M$347.9M$348.1M
Asset growth, last 2 years+19%+78%+48%
Advisory staff1582
Individual clients1,228437796
Assets per client$270K$796K$437K
Clients per advisor8255398
Main custodianSchwabSchwabPershing
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio1982

From each firm's latest Form ADV (Mar 2026, Aug 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 FoliosOakbourne AdvisorsAmerican Retirement Planning Group Inc
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Snappy Kraken––Uses it
Investment Data/Analytics
Morningstar––Uses it

Custodians on Form ADV: Insight Folios: Schwab · Oakbourne Advisors: Schwab, SEI · American Retirement Planning Group Inc: Pershing