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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 Nextgen Financial Advice LLC (swap one in):+ It Matters Financial, LLC $9.2M+ Epi Financial Group $9.2M · Troy, MI+ E2 Financial Services, LLC $8.3M+ Ferry Capital Management LLC $8.3M
Laguna Beach, CA
Fort Collins, CO
Assets under management$8.8M$9.2M$8.3M
Asset growth, last 2 years–+15%–
Advisory staff135
Individual clients473436
Assets per client$187K$272K$232K
Clients per advisor47117
Main custodian–––
Filing with the SEC since202620142026
Tools in their stack––2
People on Advicer.bio134

From each firm's latest Form ADV (May 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

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.

ToolNextgen Financial Advice LLCCrane Investments IncBetter Pockets Financial
Advisory Fee Billing
AdvicePay––Uses it
Client Data Gathering
PreciseFP––Uses it