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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 Jcg Advisory Group, LLC (swap one in):+ Hicks Financial Partners, LLC $35.4M · Southern Pines, NC+ Harper Financial Planning $35.4M+ Harrison Financial Planning $32M · Columbia, MO+ Accord Capital Management, LTD. $32M · Boise, ID
Bozeman, MT
Englewood, CO
Assets under management$33.7M$35.4M$35.4M
Asset growth, last 2 years–––
Advisory staff121
Individual clients552321
Assets per client$612K$1.5M$1.7M
Clients per advisor551221
Main custodian–––
Filing with the SEC since202620242026
Tools in their stack5––
People on Advicer.bio121

From each firm's latest Form ADV (May 2026, Sep 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

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.

ToolJcg Advisory Group, LLCLift Asset ManagementAbk Management LLC
Custodial Platform
Betterment Advisor SolutionsUses it––
Charles SchwabUses it––
Digital Marketing
MailchimpUses it––
Portfolio Management
BlueleafUses it––
Schedule Apps
CalendlyUses it––