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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 Wealth (swap one in):+ Lincoln Management $64.9M+ Strategy Cap, LLC $64.8M · Bend, OR+ Classic Financial & Investment Services, Inc. $58.6M+ Finch Capital Management LLC $58.6M · Austin, TX
Washington, DC
Nashua, NH
Assets under management$61.7M$64.8M$65M
Asset growth, last 2 years–––
Advisory staff121
Individual clients615639
Assets per client$1M$1.2M$1.7M
Clients per advisor612839
Main custodian–––
Filing with the SEC since202620242026
Tools in their stack331
People on Advicer.bio141

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

ToolNextgen WealthCapital Area Planning GroupNashua Capital Management LLC
Custodial Platform
Charles SchwabUses it–Uses it
Digital Marketing
WealthReachUses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–