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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 Strategic Wealth LLC (swap one in):+ Adirondack Capital Advisors, LLC $422.3M · Syracuse, NY+ The Estate Planners Group $422.1M · Yardley, PA+ Wealth Benefit Advisors, LLC $380.9M · Houston, TX+ Buttonwood Capital Management (Bcm) $380.8M · Scottsdale, AZ
Knoxville, TN
Tullahoma, TN
Cumming, GA
Assets under management$401M$425.1M$421.7M
Asset growth, last 2 years+79%+28%+75%
Advisory staff724
Individual clients26263820
Assets per client$1.5M$6.7M$514K
Clients per advisor3732205
Main custodianSchwabBNYSchwab
Filing with the SEC since20182012 or earlier2019
Tools in their stack5–4
People on Advicer.bio524

From each firm's latest Form ADV (Aug 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 Strategic Wealth LLCAshdon Investment Management, LLCTrufp
Custodial Platform
Charles SchwabUses it–Uses it
Altruist––Uses it
Wealthscape (Fidelity)Uses it––
Digital Marketing
Snappy KrakenUses it––
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses it––
TAMP
Focus Partners Advisor SolutionsUses it––

Custodians on Form ADV: Insight Strategic Wealth LLC: Schwab · Ashdon Investment Management, LLC: BNY · Trufp: Schwab