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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 Jfg Family Office (swap one in):+ Avidian Wealth Solutions $4.76B · Houston, TX+ Ifg Advisory, LLC $4.76B · Atlanta, GA+ Nicolet Wealth Management $4.29B · Green Bay, WI+ Sage Financial Group Inc. $4.29B · West Conshohocken, PA
Denver, CO
Virginia Beach, VA
Chicago, IL
Assets under management$4.53B$4.76B$4.29B
Asset growth, last 2 years+83%+65%+120%
Advisory staff35199
Individual clients1624,177127
Assets per client$28M$1.1M$33.8M
Clients per advisor522014
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212018
Tools in their stack1––
People on Advicer.bio352010

From each firm's latest Form ADV (May 2026, Mar 2026, Oct 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.

ToolJfg Family OfficeThe Ascent Group, LLCAaron Wealth Advisors
CRM
Envestnet TamaracUses it––

Custodians on Form ADV: Jfg Family Office: Schwab · The Ascent Group, LLC: Schwab, AssetMark · Aaron Wealth Advisors: Schwab