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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 Nest Financial Planning, LLC (swap one in):+ Financial Planning Services $48.5M · Merchantville, NJ+ Sutro Advisors $48.5M+ K.w. Andersen Investment Group, LLC $43.8M+ Busbee Wealth Advisors LLC $43.8M · Cedar Rapids, IA
Assets under management$46.1M$48.5M$48.5M
Asset growth, last 2 years–––
Advisory staff111
Individual clients713028
Assets per client$650K$1.6M$1.7M
Clients per advisor713028
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–18–
People on Advicer.bio121

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

ToolNest Financial Planning, LLCAlphaglider LLCEpona Financial Solutions
Custodial Platform
Altruist–Uses it–
Charles Schwab–Uses it–
Client Meeting Support
Fathom–Uses it–
Client Texting
CurrentClient–Uses it–
Communications Archiving/Monitoring
Global Relay–Uses it–
Community Platforms
Skool–Uses it–
Compliance
Red Oak Compliance Solutions–Uses it–
CRM
Wealthbox–Uses it–
Digital Marketing
Mailchimp–Uses it–
E-Signature
DocuSign–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Investment Data/Analytics
Koyfin–Uses it–
Password Management
1Password–Uses it–
Phone & VoIP
Zoom Phone–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Acuity Scheduling–Uses it–
Trading/Rebalancing
iRebal–Uses it–
Website Builders
Squarespace–Uses it–