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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 Poket Financial, LLC (swap one in):+ Taylor & Taylor Financial Services $800K+ Stewardship Edge Capital, LLC $800K · Morrow, GA+ Jpl Wealth Management $720K · Dripping Springs, TX+ Lucre Advisory LLC $720K
Ciudad De Buenos Aires 1414
Assets under management$760K$800K$798K
Asset growth, last 2 years+211%–+269%
Advisory staff111
Individual clients871,246
Assets per client$95K$114K$640.776886035313
Clients per advisor871,246
Main custodian––Apex Clearing
Filing with the SEC since201520262022
Tools in their stack––2
People on Advicer.bio–11

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

ToolPoket Financial, LLCBrookside Capital Group LLCScout
CRM
HubSpot––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Poket Financial, LLC: none listed · Brookside Capital Group LLC: none listed · Scout: Apex Clearing