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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):+ Nashua Capital Management LLC $65M · Nashua, NH+ Lincoln Management $64.9M+ Classic Financial & Investment Services, Inc. $58.6M+ Finch Capital Management LLC $58.6M · Austin, TX
Washington, DC
Bend, OR
Assets under management$61.7M$64.8M$64.8M
Asset growth, last 2 years––+35%
Advisory staff122
Individual clients615668
Assets per client$1M$1.2M$954K
Clients per advisor612834
Main custodian––Schwab
Filing with the SEC since202620242022
Tools in their stack331
People on Advicer.bio142

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

ToolNextgen WealthCapital Area Planning GroupStrategy Cap, LLC
Website Builders
Squarespace–Uses it–
Webflow––Uses it
Custodial Platform
Charles SchwabUses it––
Digital Marketing
WealthReachUses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Nextgen Wealth: none listed · Capital Area Planning Group: none listed · Strategy Cap, LLC: Schwab