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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 Iseler Financial (swap one in):+ Sherman Financial & Wealth Management $6.8M · Daniel Island, SC+ Freedom Formula Wealth Management $6.8M+ Rizzutto Financial Advisors $6.1M+ Compton Advisors, LLC $6.1M
Phoenix, AZ
Assets under management$6.5M$6.8M$6.1M
Asset growth, last 2 years–––
Advisory staff111
Individual clients421819
Assets per client$154K$378K$323K
Clients per advisor421819
Main custodian–––
Filing with the SEC since202620262024
Tools in their stack2––
People on Advicer.bio111

From each firm's latest Form ADV (Oct 2026, Mar 2026, Oct 2024). 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.

ToolIseler FinancialBalfour Capital ManagementJw Hecht Wealth Management LLC
Schedule Apps
CalendlyUses it––
Website Builders
WixUses it––