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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 Nav Wealth Partners (swap one in):+ James A Wynne LLC $39.8M+ Ales29 Advisors, Inc $39.8M+ Simplicity Wealth Management $35.9M+ Shockman Financial $35.9M · Fargo, ND
Sewickley, PA
Assets under management$37.9M$39.8M$36M
Asset growth, last 2 years–––
Advisory staff211
Individual clients5517129
Assets per client$688K$2.3M$279K
Clients per advisor2817129
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––1
People on Advicer.bio211

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

ToolNav Wealth PartnersFnj 3, LLCBeacon Asset Management
Website Builders
Wix––Uses it