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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 Nfwm (swap one in):+ Hudson Capital Advisory, Inc. $327.7M · Buffalo, NY+ Financial Decisions, LLC $327.7M · New York, NY+ Austin Money Management Corporation $296.1M · Austin, TX+ Orchid Advisory $295.7M · Dallas, TX
Plano, TX
Dallas, TX
Brielle, NJ
Assets under management$311.9M$329.7M$327.7M
Asset growth, last 2 years+196%+15%+54%
Advisory staff264
Individual clients75251637
Assets per client$4.2M$1.3M$514K
Clients per advisor3842159
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120132021
Tools in their stack321
People on Advicer.bio2410

From each firm's latest Form ADV (Mar 2026, Apr 2026, Jul 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.

ToolNfwmFluent Financial, LLCShore Point Advisors, LLC
CRM
Envestnet TamaracUses it––
Planning Light
Advyzon––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
CalendlyUses itUses it–
Website Builders
WixUses it––

Custodians on Form ADV: Nfwm: Schwab, Fidelity · Fluent Financial, LLC: Schwab · Shore Point Advisors, LLC: Schwab