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.

Mag Cap
Aegis Capital Corp.
Financial Plan, Inc.

	Mag Cap Ridgeland, MS	Aegis Capital Corp. New York, NY	Financial Plan, Inc. Bellingham, WA
Assets under management	$1.69B	$1.78B	$1.6B
Asset growth, last 2 years	+91%	+39%	+52%
Advisory staff	13	92	11
Individual clients	1,437	3,030	905
Assets per client	$1.2M	$587K	$1.8M
Clients per advisor	111	33	82
Main custodian	Raymond James	–	Pershing
Filing with the SEC since	2018	2012 or earlier	2012 or earlier
Tools in their stack	1	1	3
People on Advicer.bio	16	100	13

From each firm's latest Form ADV (Mar 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.