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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 Jaras Financial Services, Inc. (swap one in):+ Bona Fide Wealth $144.2M+ Summa Global Advisors, LLC $144.1M · Clackamas, OR+ The Sherry Group, Inc. $130.3M · Mountain Home, AR+ Jones Fiduciary Wealth Management LLC $130.3M
Montgomery, TX
Santa Fe, NM
Assets under management$137.2M$144.1M$130.3M
Asset growth, last 2 years+21%+49%+43%
Advisory staff123
Individual clients166160115
Assets per client$827K$901K$1.1M
Clients per advisor1668038
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since202220202021
Tools in their stack–––
People on Advicer.bio113

From each firm's latest Form ADV (Feb 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Jaras Financial Services, Inc.: Schwab · Paladino Wealth: Schwab · Altamira Financial Group, LLC: LPL Financial