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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 Irc Wealth (swap one in):+ Rpg Family Wealth Advisory, LLC $700.7M · Burlington, MA+ Lauterbach Financial Advisors, LLC $700.3M · El Paso, TX+ Vickerman Investment Advisors, Inc. $632.3M · Spokane, WA+ Carlson Financial $632.2M · Topeka, KS
Atlanta, GA
Wayzata, MN
West Deptford, NJ
Assets under management$666.7M$700.5M$633.2M
Asset growth, last 2 years+54%+47%+59%
Advisory staff8105
Individual clients3661,1771,036
Assets per client$1.8M$595K$611K
Clients per advisor46118207
Main custodianSchwabLPL FinancialRaymond James
Filing with the SEC since2012 or earlier20132022
Tools in their stack–5–
People on Advicer.bio7105

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

ToolIrc Wealth360 FinancialKennedy Investment Group
CRM
HubSpot–Uses it–
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
OnceHub–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Irc Wealth: Schwab · 360 Financial: LPL Financial · Kennedy Investment Group: Raymond James