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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):+ Dentist Exit Planning $6.8M · Windsor Heights, IA+ Freedom Formula Wealth Management $6.8M+ Rizzutto Financial Advisors $6.1M+ Jw Hecht Wealth Management LLC $6.1M · Phoenix, AZ
Daniel Island, SC
Assets under management$6.5M$6.8M$6.8M
Asset growth, last 2 years–––
Advisory staff111
Individual clients421828
Assets per client$154K$378K$243K
Clients per advisor421828
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack2–5
People on Advicer.bio111

From each firm's latest Form ADV (Oct 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.

ToolIseler FinancialBalfour Capital ManagementSherman Financial & Wealth Management
Schedule Apps
Acuity Scheduling––Uses it
CalendlyUses it––
Website Builders
Squarespace––Uses it
WixUses it––
Advisor Lead Gen
Fee-Only Network––Uses it
Custodial Platform
Interactive Brokers––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it