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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 Investology Inc. (swap one in):+ Salus Financial Advisors $262.6M+ Newport Wealth Advisors, Inc. $262.6M · Newport Beach, CA+ Everest Wealth Management $237.4M · Leawood, KS+ Capital Financial Group, Inc. $237.4M · Littleton, CO
Reston, VA
Richmond, VA
Parsippany, NJ
Assets under management$250M$263.9M$237.4M
Asset growth, last 2 years+81%+46%+25%
Advisory staff331
Individual clients350174194
Assets per client$714K$1.5M$1.2M
Clients per advisor11758194
Main custodian––LPL Financial
Filing with the SEC since20242012 or earlier2014
Tools in their stack3––
People on Advicer.bio431

From each firm's latest Form ADV (Sep 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.

ToolInvestology Inc.Highstone GroupLeicht Financial Planning and Wealth Management
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Investology Inc.: none listed · Highstone Group: none listed · Leicht Financial Planning and Wealth Management: LPL Financial