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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 Inspired Financial Planners (swap one in):+ P.f. Roberts & Associates $81.4M+ Obermaier Management LLC $81.4M+ Allos Investment Advisors, LLC $73.6M · Overland Park, KS+ Coy Capital Management $73.6M · Monroeville, PA
Ridgeland, MS
Fountain Hills, AZ
Assets under management$77.5M$81.4M$73.5M
Asset growth, last 2 years––−13%
Advisory staff2321
Individual clients3235307
Assets per client$2.4M$2.3M$240K
Clients per advisor161215
Main custodian––Interactive Brokers
Filing with the SEC since202620262022
Tools in their stack111
People on Advicer.bio2320

From each firm's latest Form ADV (Mar 2026, Oct 2026, May 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.

ToolInspired Financial PlannersGuaranty Private WealthAcrylic Financial, Inc.
CRM
SS&C Black Diamond–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Inspired Financial Planners: none listed · Guaranty Private Wealth: none listed · Acrylic Financial, Inc.: Interactive Brokers