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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+ Integrity Capital Management $180.5M · Kingsport, TN+ Integrity Wealth Management, Inc. $163.2M · Spokane, WA+ Joss Brown Wealth Advisors $162.4M · Williamsburg, VA
Arlington, VA
Hennepin, IL
Mount Arlington, NJ
Assets under management$171.8M$180.5M$180.5M
Asset growth, last 2 years+63%+61%–
Advisory staff152
Individual clients172472239
Assets per client$999K$382K$755K
Clients per advisor17294120
Main custodianSchwabSchwabFidelity
Filing with the SEC since202220242024
Tools in their stack3–1
People on Advicer.bio252

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

ToolOpulen Financial Group, LLCCyr Financial Inc.Roxbury Financial
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses it––
Website Builders
Squarespace––Uses it

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