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.

Iq Capital Strategy LLC
Griffin Financial Services
Springwood Financial Advisors

Similar in size to Iq Capital Strategy LLC (swap one in):+ Oake Financial LLC $23.8M + Keepsake Management Inc. $23.8M + Blue Bison Investments $21.5M + Qed Wealth Solutions $21.5M · Kingman, KS

	Iq Capital Strategy LLC	Griffin Financial Services	Springwood Financial Advisors Dallas, TX
Assets under management	$22.6M	$23.8M	$23.8M
Asset growth, last 2 years	+80%	–	–
Advisory staff	4	1	1
Individual clients	172	54	6
Assets per client	$132K	$440K	$4M
Clients per advisor	43	54	6
Main custodian	–	–	–
Filing with the SEC since	2017	2026	2026
Tools in their stack	–	–	–
People on Advicer.bio	4	1	1

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

Iq Capital Strategy LLC
Griffin Financial Services
Springwood Financial Advisors

Advisory staff

Iq Capital Strategy LLC
Griffin Financial Services
Springwood Financial Advisors

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.