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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+ Collegiate Capital Management, Inc. $653M · Raleigh, NC+ 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
Mullica Hill, NJ
Assets under management$621.9M$653.3M$653.8M
Asset growth, last 2 years+46%+41%+31%
Advisory staff499
Individual clients743915648
Assets per client$837K$714K$1M
Clients per advisor18610272
Main custodianSchwabLPL FinancialRaymond James
Filing with the SEC since201820142022
Tools in their stack121
People on Advicer.bio4149

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 WealthEagle Wealth Strategies
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: James T. Borello & Co.: Schwab · Collaborative Wealth: LPL Financial, SEI, Schwab · Eagle Wealth Strategies: Raymond James