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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):+ Carey Wealth Management $222.8M · San Ramon, CA+ 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
Columbia, SC
Assets under management$212M$222.8M$222.8M
Asset growth, last 2 years+52%+29%−10%
Advisory staff435
Individual clients122350350
Assets per client$1.7M$637K$637K
Clients per advisor3111770
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack615
People on Advicer.bio235

From each firm's latest Form ADV (Mar 2026, Apr 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 IncDavinci Financial Designs
Custodial Platform
Charles SchwabUses it––
LPL Financial (ClientWorks)––Uses it
Schedule Apps
CalendlyUses itUses it–
OnceHubUses it––
E-Signature
DocuSign––Uses it
Financial Planning
eMoney––Uses it
Legacy Planning
Everplans––Uses it
Portfolio Management
OrionUses it––
Tax Planning
ProConnectUses it––
Video Meetings & Messaging
ZoomUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Jh Advisors: Schwab · Aldebaran Financial Inc: Schwab · Davinci Financial Designs: LPL Financial