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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 Investment Advisor Group (swap one in):+ Young Capital Management Inc $85.1M · Fountain Hills, AZ+ Integrated Financial Solutions, PLLC $85M · Mesa, AZ+ Stout Capital Management LLC $76.9M · Encinitas, CA+ Olimpio Neu & Associates, Inc. $76.9M · Frisco, TX
Stuart, FL
Assets under management$81M$85.1M$85.1M
Asset growth, last 2 years+16%––
Advisory staff312
Individual clients12314293
Assets per client$658K$6.1M$290K
Clients per advisor4114147
Main custodianFidelity––
Filing with the SEC since202120262026
Tools in their stack––2
People on Advicer.bio312

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

ToolInvestment Advisor GroupBroyles Advisory, LLCPeak Capital Management
Advisor Lead Gen
WiserAdvisor––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Investment Advisor Group: Fidelity · Broyles Advisory, LLC: none listed · Peak Capital Management: none listed