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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 Lee Financial Group (swap one in):+ Green Wing Financial Solutions LLC $1.3M+ Do Wealth Different $1.3M · Bentonville, AR+ Guardian Solutions $1.2M+ Pacific Trust Wealth Management $1.2M · Pasadena, CA
Assets under management$1.2M$1.3M$1.2M
Asset growth, last 2 years––+3,761%
Advisory staff111
Individual clients14––
Assets per client$88K––
Clients per advisor14––
Main custodian––Interactive Brokers
Filing with the SEC since202620192021
Tools in their stack3––
People on Advicer.bio1–1

From each firm's latest Form ADV (Feb 2026, Dec 2019, 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

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.

ToolLee Financial GroupJfk Advisory Services, LLCAfflint Advisors, LLC
Advisor Lead Gen
Fee-Only NetworkUses it––
Schedule Apps
CalendlyUses it––
Tax Planning
FP AlphaUses it––

Custodians on Form ADV: Lee Financial Group: none listed · Jfk Advisory Services, LLC: none listed · Afflint Advisors, LLC: Interactive Brokers