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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 Pursuit Wealth Management (swap one in):+ T.h. Rapko & Company, LLC $33.7M · Monterey, CA+ Gkfo, LLC $33.6M · W. Conshohocken, PA+ Guidepost Financial Planning, LLC $30.4M · Fort Collins, CO+ Creative Financial Planning Advisors, Inc. $30.4M · South Bend, IN
Coralville, IA
Diamond Bar, CA
Bozeman, MT
Assets under management$32M$33.7M$33.7M
Asset growth, last 2 years−52%––
Advisory staff111
Individual clients16810955
Assets per client$190K$309K$612K
Clients per advisor16810955
Main custodian–––
Filing with the SEC since2012 or earlier20142026
Tools in their stack1–5
People on Advicer.bio211

From each firm's latest Form ADV (Mar 2026, May 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

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.

ToolPursuit Wealth ManagementThe Financial GroupJcg Advisory Group, LLC
Custodial Platform
Betterment Advisor Solutions––Uses it
Charles Schwab––Uses it
Digital Marketing
Mailchimp––Uses it
Portfolio Management
Blueleaf––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it––