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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 Nexjenn Financial Services (swap one in):+ Life Planning Agency, Inc $4.1M+ Nandi Pathefinder & Flourish Financial Group $4.1M+ Forward Financial Planning $3.7M+ Lodestar Asset Management LLC $3.7M
Bucharest
Assets under management$3.9M$4.1M$4.1M
Asset growth, last 2 years–+119%–
Advisory staff111
Individual clients3329
Assets per client$1.3M$129K$458K
Clients per advisor3329
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack2–1
People on Advicer.bio1–1

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

ToolNexjenn Financial ServicesSelective AdvisorsAntoine Wealth Management
Financial Planning
eMoneyUses it––
Schedule Apps
GRemindersUses it––
Website Builders
Squarespace––Uses it