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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 Jlb & Associates Inc (swap one in):+ Rudney Associates $940.2M · Alamo, CA+ Blankinship & Foster, LLC $939.5M · Solana Beach, CA+ Baron Wealth Management, LLC $846.8M · Troy, MI+ Verde Capital Management, Inc. $845.8M · Clarkston, MI
Plymouth, MI
Houston, TX
Deerfield, IL
Assets under management$892.7M$938.5M$938.4M
Asset growth, last 2 years+8%+67%+31%
Advisory staff375
Individual clients291207383
Assets per client$3.1M$4.5M$2.5M
Clients per advisor973077
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–31
People on Advicer.bio385

From each firm's latest Form ADV (Oct 2026, Jun 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.

ToolJlb & Associates IncAscension Capital Advisors, Inc.Roberts, Glore & Co.
CRM
Envestnet Tamarac–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Jlb & Associates Inc: Schwab, RBC · Ascension Capital Advisors, Inc.: Schwab · Roberts, Glore & Co.: Fidelity