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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 Pathway Financial Planning (swap one in):+ Anovest Investment Advisors $39.5M · Marietta, GA+ Hathaway Financial LLC $39.4M+ Strongside Asset Management LLC $35.6M · Oak Brook, IL+ Icn Holding $35.6M · Freehold, NJ
Watertown, SD
Albany, NY
Assets under management$37.5M$39.4M$39.5M
Asset growth, last 2 years––+16%
Advisory staff113
Individual clients2210265
Assets per client$1.7M$387K$607K
Clients per advisor2210222
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack5–1
People on Advicer.bio113

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

ToolPathway Financial PlanningMidwest Financial StrategiesBenjamin Securities, Inc.
Client File Sharing
DropboxUses it––
Custodial Platform
AltruistUses it––
Digital Marketing
Snappy KrakenUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
Wix––Uses it