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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+ Foundry Wealth Advisors, LLC $163.4M · Baltimore, MD
Palm Beach Gardens, FL
Tampa, FL
St. Petersburg, FL
Assets under management$172.2M$181.3M$162.7M
Asset growth, last 2 years+33%+18%–
Advisory staff517
Individual clients1477779
Assets per client$1.2M$2.4M$2.1M
Clients per advisor297711
Main custodianFidelitySchwabSchwab
Filing with the SEC since20202012 or earlier2024
Tools in their stack22–
People on Advicer.bio117

From each firm's latest Form ADV (Jun 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.

ToolNexwealth LLCRutherford Asset Planning, Inc.Sagace Wealth Management
CRM
HubSpotUses it––
Custodial Platform
Charles Schwab–Uses it–
Performance Reporting
AddeparUses it––
Planning Light
Advyzon–Uses it–

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