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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 Jade Financial LLC (swap one in):+ Wealth-Source Financial $3M+ Safe Harbor Assets $3M+ Infinity Financial Planning $2.7M · Los Banos, CA+ Orbit Financial Planning and Investments $2.7M
Chattanooga, TN
San Francisco, CA
Assets under management$2.9M$3M$3M
Asset growth, last 2 years–+104%–
Advisory staff111
Individual clients8118
Assets per client$361K$3M$169K
Clients per advisor8118
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack–12
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Jul 2026, Sep 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.

ToolJade Financial LLCPantheon InvestmentsDunhill & Company, LLC
Custodial Platform
Charles Schwab––Uses it
Website Builders
Wix–Uses itUses it