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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):+ Nations Financial Group, Inc. $4.77B · Cedar Rapids, IA+ Avidian Wealth Solutions $4.76B · Houston, TX+ Nicolet Wealth Management $4.29B · Green Bay, WI+ Sage Financial Group Inc. $4.29B · West Conshohocken, PA
Denver, CO
Virginia Beach, VA
Atlanta, GA
Assets under management$4.53B$4.76B$4.76B
Asset growth, last 2 years+83%+65%+46%
Advisory staff351986
Individual clients1624,1779,038
Assets per client$28M$1.1M$527K
Clients per advisor5220105
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier20212014
Tools in their stack1–2
People on Advicer.bio3520110

From each firm's latest Form ADV (May 2026, Mar 2026, Sep 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, LLCIfg Advisory, LLC
CRM
Envestnet TamaracUses it––
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Jfg Family Office: Schwab · The Ascent Group, LLC: Schwab, AssetMark · Ifg Advisory, LLC: LPL Financial