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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 James T. Borello & Co. (swap one in):+ Pw Nova Financial Services LLC $654.3M · Newtown, PA+ Eagle Wealth Strategies $653.8M · Mullica Hill, NJ+ The Legacy Financial Group, Inc. $590.7M · Tulsa, OK+ Financial Gravity Family Office Services, LLC $590.5M · Lakeway, TX
East Dundee, IL
Lake Mary, FL
Raleigh, NC
Assets under management$621.9M$653.3M$653M
Asset growth, last 2 years+46%+41%+53%
Advisory staff494
Individual clients743915438
Assets per client$837K$714K$1.5M
Clients per advisor186102110
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since201820142012 or earlier
Tools in their stack121
People on Advicer.bio4144

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.

ToolJames T. Borello & Co.Collaborative WealthCollegiate Capital Management, Inc.
CRM
Envestnet Tamarac––Uses it
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: James T. Borello & Co.: Schwab · Collaborative Wealth: LPL Financial, SEI, Schwab · Collegiate Capital Management, Inc.: Schwab, Fidelity