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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 Nations Financial Group, Inc. (swap one in):+ Riverbridge $5.03B · Minneapolis, MN+ Coastal Bridge Advisors $5.02B · Westport, CT+ Franklin Street Advisors Inc. $4.53B · Chapel Hill, NC+ Cwa Asset Management Group $4.51B · Naples, FL
Cedar Rapids, IA
Urbandale, IA
Denver, CO
Assets under management$4.77B$5.41B$4.53B
Asset growth, last 2 years+58%+171%+83%
Advisory staff8132235
Individual clients5,52510,660162
Assets per client$864K$508K$28M
Clients per advisor68335
Main custodianWells Fargo–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–1
People on Advicer.bio9036535

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

ToolNations Financial Group, Inc.Integrity Alliance, LLCJfg Family Office
CRM
Envestnet Tamarac––Uses it
Email & Office Suites
Microsoft 365Uses it––

Custodians on Form ADV: Nations Financial Group, Inc.: Wells Fargo · Integrity Alliance, LLC: none listed · Jfg Family Office: Schwab