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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 Jt Asset Allocation LLC (swap one in):+ Safe Harbor Assets $3M+ Dunhill & Company, LLC $3M · San Francisco, CA+ Infinity Financial Planning $2.7M · Los Banos, CA+ Orbit Financial Planning and Investments $2.7M
Orlando Park, IL
Chattanooga, TN
Assets under management$2.9M$3M$3M
Asset growth, last 2 years−45%+104%–
Advisory staff210
Individual clients9121
Assets per client$321K$3M$145K
Clients per advisor51–
Main custodianInteractive Brokers––
Filing with the SEC since20192012 or earlier2026
Tools in their stack–14
People on Advicer.bio211

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

ToolJt Asset Allocation LLCPantheon InvestmentsWealth-Source Financial
Website Builders
Squarespace––Uses it
Wix–Uses it–
Advisory Fee Billing
AdvicePay––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Jt Asset Allocation LLC: Interactive Brokers · Pantheon Investments: none listed · Wealth-Source Financial: none listed