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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 Jh Advisors (swap one in):+ Davinci Financial Designs $222.8M · Columbia, SC+ Sharpepoint, LLC $222.8M · Phoenix, AZ+ Keystone Wealth Advisors, Incorporated $201.4M · Eagan, MN+ Newbore Wealth Management, Inc. $200M · Gladstone, OR
Salem, OR
Kingsport, TN
San Ramon, CA
Assets under management$212M$222.8M$222.8M
Asset growth, last 2 years+52%+29%+121%
Advisory staff432
Individual clients12235098
Assets per client$1.7M$637K$2.3M
Clients per advisor3111749
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack61–
People on Advicer.bio232

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

ToolJh AdvisorsAldebaran Financial IncCarey Wealth Management
Schedule Apps
CalendlyUses itUses it–
OnceHubUses it––
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––
Tax Planning
ProConnectUses it––
Video Meetings & Messaging
ZoomUses it––

Custodians on Form ADV: Jh Advisors: Schwab · Aldebaran Financial Inc: Schwab · Carey Wealth Management: Schwab