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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 Iq Capital Strategy LLC (swap one in):+ Springwood Financial Advisors $23.8M · Dallas, TX+ Keepsake Management Inc. $23.8M+ Qed Wealth Solutions $21.5M · Kingman, KS+ Al Locy Financial Services LLC $21.5M · Lodi, CA
Assets under management$22.6M$23.8M$21.5M
Asset growth, last 2 years+80%––
Advisory staff411
Individual clients17254177
Assets per client$132K$440K$121K
Clients per advisor4354177
Main custodian–––
Filing with the SEC since201720262026
Tools in their stack––1
People on Advicer.bio413

From each firm's latest Form ADV (Mar 2026, Jun 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

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.

ToolIq Capital Strategy LLCGriffin Financial ServicesBlue Bison Investments
Website Builders
Wix––Uses it