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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 Retirable (swap one in):+ First Oak Wealth Management, LLC $316.2M · Raleigh, NC+ Tenon Financial $316M · Metuchen, NJ+ Financial Forum, Inc. $285.8M · Spokane, WA+ Fingerlakes Wealth Management, Inc. $285.4M · Ithaca, NY
New York, NY
Elmira, NY
Bellevue, WA
Assets under management$301M$316.5M$316.2M
Asset growth, last 2 years+398%+46%+143%
Advisory staff1241
Individual clients2,21046068
Assets per client$136K$688K$4.7M
Clients per advisor18411568
Main custodianAltruistSchwabSchwab
Filing with the SEC since20202012 or earlier2021
Tools in their stack1––
People on Advicer.bio1141

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

ToolRetirableThe Mustico Financial Group, Inc.Wealthcollab
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Retirable: Altruist · The Mustico Financial Group, Inc.: Schwab, Fidelity · Wealthcollab: Schwab