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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 Stratford, LLC (swap one in):+ Rmc Investment Advisors $1.07B · West Hartford, CT+ The Raelipskie Partnership $1.07B · Waterloo+ Builder Investment Group $952.5M · Atlanta, GA+ American Financial Advisors, LLC. $950.2M · Marietta, GA
Gainesville, GA
Thomasville, GA
Athens, GA
Assets under management$1.01B$1.07B$1.07B
Asset growth, last 2 years+57%+27%+57%
Advisory staff181526
Individual clients1,238878682
Assets per client$819K$1.2M$1.6M
Clients per advisor695926
Main custodianSchwabWells FargoSchwab
Filing with the SEC since20152012 or earlier2017
Tools in their stack––4
People on Advicer.bio181721

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

ToolJt Stratford, LLCAmb Wealth, LLCElwood & Goetz
Digital Marketing
Mailchimp––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Jt Stratford, LLC: Schwab · Amb Wealth, LLC: Wells Fargo · Elwood & Goetz: Schwab