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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 Pine Cone Capital (swap one in):+ Financial Strategies, Inc $19.4M+ Two Firs Financial $19.4M+ Sophos Wealth Management $17.5M+ Rawlings Wealth Management $17.5M
Assets under management$18.4M$19.4M$19.4M
Asset growth, last 2 years–+14%–
Advisory staff022
Individual clients524438
Assets per client$354K$440K$510K
Clients per advisor–2219
Main custodian–Schwab–
Filing with the SEC since202620202026
Tools in their stack–1–
People on Advicer.bio122

From each firm's latest Form ADV (Feb 2026, Mar 2026, Jun 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.

ToolPine Cone CapitalPotomac Advisors, Inc.Dynasty Financial Planners
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Pine Cone Capital: none listed · Potomac Advisors, Inc.: Schwab, Guggenheim Funds Distributors, LLC, Nationwide Investment Services Corporation · Dynasty Financial Planners: none listed