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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 Opulen Financial Group, LLC (swap one in):+ Richard Brothers, Financial Advisors $180.6M · South Portland, ME+ Roxbury Financial $180.5M · Mount Arlington, NJ+ Integrity Wealth Management, Inc. $163.2M · Spokane, WA+ Joss Brown Wealth Advisors $162.4M · Williamsburg, VA
Arlington, VA
Hennepin, IL
Kingsport, TN
Assets under management$171.8M$180.5M$180.5M
Asset growth, last 2 years+63%+61%+69%
Advisory staff154
Individual clients172472361
Assets per client$999K$382K$500K
Clients per advisor1729490
Main custodianSchwabSchwabFidelity
Filing with the SEC since202220242012 or earlier
Tools in their stack3–2
People on Advicer.bio254

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

ToolOpulen Financial Group, LLCCyr Financial Inc.Integrity Capital Management
Client Data Gathering
Jotform––Uses it
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it–Uses it
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Opulen Financial Group, LLC: Schwab, Interactive Brokers · Cyr Financial Inc.: Schwab · Integrity Capital Management: Fidelity