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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 Jgr Financial Solutions (swap one in):+ Financial Economics Consulting Group, Inc. $82.3M · Tuscaloosa, AL+ Kej Financial Advisors $82.3M+ Jps Global Investments, LLC $74.4M+ Rpm Capital Management, LLC $74.3M
Memphis, TN
Grand Island, NY
Assets under management$78.3M$82.3M$74.3M
Asset growth, last 2 years––+22%
Advisory staff123
Individual clients9389203
Assets per client$842K$924K$366K
Clients per advisor934568
Main custodian––Schwab
Filing with the SEC since202620262018
Tools in their stack53–
People on Advicer.bio124

From each firm's latest Form ADV (Apr 2026, 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

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.

ToolJgr Financial SolutionsEaglestrong FinancialLytle Investments
Advisor Lead Gen
Fee-Only NetworkUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
MailchimpUses itUses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
BlueleafUses it––
Schedule Apps
OnceHubUses itUses it–

Custodians on Form ADV: Jgr Financial Solutions: none listed · Eaglestrong Financial: none listed · Lytle Investments: Schwab