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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 Nexwealth LLC (swap one in):+ Allegiance Financial Advisors, Inc. $181.9M · Jacksonville, FL+ Chronos Capital Advisors LLC $181.1M · Miami, FL+ Risley Capital Management LLC $163.4M · Ellisville, MO+ Sagace Wealth Management $162.7M · St. Petersburg, FL
Palm Beach Gardens, FL
Tampa, FL
Baltimore, MD
Assets under management$172.2M$181.3M$163.4M
Asset growth, last 2 years+33%+18%+31%
Advisory staff514
Individual clients1477766
Assets per client$1.2M$2.4M$2.5M
Clients per advisor297717
Main custodianFidelitySchwabSchwab
Filing with the SEC since20202012 or earlier2021
Tools in their stack221
People on Advicer.bio113

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

ToolNexwealth LLCRutherford Asset Planning, Inc.Foundry Wealth Advisors, LLC
CRM
HubSpotUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney––Uses it
Performance Reporting
AddeparUses it––
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Nexwealth LLC: Fidelity · Rutherford Asset Planning, Inc.: Schwab · Foundry Wealth Advisors, LLC: Schwab