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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+ Lytle Investments $74.3M · Grand Island, NY
Memphis, TN
Assets under management$78.3M$82.3M$74.3M
Asset growth, last 2 years––−14%
Advisory staff121
Individual clients9389140
Assets per client$842K$924K$531K
Clients per advisor9345140
Main custodian––Schwab
Filing with the SEC since202620262016
Tools in their stack531
People on Advicer.bio123

From each firm's latest Form ADV (Apr 2026, Feb 2026, Aug 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 FinancialRpm Capital Management, LLC
Advisor Lead Gen
Fee-Only NetworkUses it––
CRM
SS&C Black Diamond––Uses 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 · Rpm Capital Management, LLC: Schwab