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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 Modern Financial (swap one in):+ Robert Gujral CPA $36.8M+ 11 Financial $36.8M · Lufkin, TX+ Nhabla $33.3M · Arlington, VA+ J Sohn, LLC. $33.3M
Monument, CO
Charlotte, NC
Assets under management$35M$36.8M$36.8M
Asset growth, last 2 years–––
Advisory staff312
Individual clients1534950
Assets per client$229K$751K$736K
Clients per advisor514925
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–4–
People on Advicer.bio312

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

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.

ToolModern FinancialSilvis FinancialOpen Door Investment Advisors, Inc.
Custodial Platform
Altruist–Uses it–
SEI–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–