Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Sage Financial Group Inc. $4.29B · West Conshohocken, PA+ Aaron Wealth Advisors $4.29B · Chicago, IL
Denver, CO
Virginia Beach, VA
Green Bay, WI
Assets under management$4.53B$4.76B$4.29B
Asset growth, last 2 years+83%+65%+17%
Advisory staff351945
Individual clients1624,1773,791
Assets per client$28M$1.1M$1.1M
Clients per advisor522084
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212016
Tools in their stack1–3
People on Advicer.bio352046

From each firm's latest Form ADV (May 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

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, LLCNicolet Wealth Management
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Jfg Family Office: Schwab · The Ascent Group, LLC: Schwab, AssetMark · Nicolet Wealth Management: Schwab, Fifth Third Bank