Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Management Corporation (swap one in):+ My Portfolio Guide, LLC $201M · Seal Beach, CA+ Blue Capital $200.8M · Omaha, NE+ U.s. Wealth Group, LLC $181.5M+ Rbp Investment Advisors Inc. $181.5M
Roanoke, VA
Chicago, IL
Charlotte, NC
Assets under management$191.2M$200.9M$181.6M
Asset growth, last 2 years+34%+16%+33%
Advisory staff345
Individual clients184524228
Assets per client$1M$383K$796K
Clients per advisor6113146
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20202021
Tools in their stack–21
People on Advicer.bio346

From each firm's latest Form ADV (Feb 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.

ToolInvestment Management CorporationStride Investments, LLCCannon Advisors
Legacy Planning
Everplans–Uses it–
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Investment Management Corporation: Fidelity · Stride Investments, LLC: Schwab · Cannon Advisors: Schwab