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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+ Wms Wealth Planners $314.7M · Pittsburgh, PA+ Vista Advisor Group, LLC $314.6M · Walnut Creek, CA
Charlotte, NC
Berkeley Heights, NJ
Redwood Shores, CA
Assets under management$331.3M$347.9M$314.7M
Asset growth, last 2 years+19%+78%+18%
Advisory staff1582
Individual clients1,22843783
Assets per client$270K$796K$3.8M
Clients per advisor825542
Main custodianSchwabSchwabSchwab
Filing with the SEC since20192012 or earlier2018
Tools in their stack–––
People on Advicer.bio1982

From each firm's latest Form ADV (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

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 · Twin Lakes Capital: Schwab