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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):+ Burgess Investment Management and Research Inc. $144.2M · Toronto, Ontario+ Summa Global Advisors, LLC $144.1M · Clackamas, OR+ Altamira Financial Group, LLC $130.3M · Santa Fe, NM+ The Sherry Group, Inc. $130.3M · Mountain Home, AR
Montgomery, TX
Assets under management$137.2M$144.1M$144.2M
Asset growth, last 2 years+21%+49%–
Advisory staff121
Individual clients16616055
Assets per client$827K$901K$2.6M
Clients per advisor1668055
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220202024
Tools in their stack–––
People on Advicer.bio111

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 · Bona Fide Wealth: Schwab, Argent Trust Company