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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 Next Generation Investing, LLC (swap one in):+ Stonebridge Wealth Management, LLC $134.6M · Frisco, TX+ Longbow Asset Management $134.4M · Tulsa, OK+ Arbalpha $121.6M · Miami, FL+ Regal Advisory Services, Inc. $121.4M · Glenview, IL
Topeka, KS
Auburn, CA
North Little Rock, AR
Assets under management$128M$134.4M$134.5M
Asset growth, last 2 years+16%+27%+19%
Advisory staff312
Individual clients245632191
Assets per client$522K$213K$704K
Clients per advisor8263296
Main custodianFolioSchwabSchwab
Filing with the SEC since202120242012 or earlier
Tools in their stack–21
People on Advicer.bio312

From each firm's latest Form ADV (Sep 2023, Apr 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.

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.

ToolNext Generation Investing, LLCClarion Advisors Inc.Veach Family Financial
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Next Generation Investing, LLC: Folio, Security Benefit · Clarion Advisors Inc.: Schwab, Pershing · Veach Family Financial: Schwab