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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 Retirement Resources, LLC (swap one in):+ Capstone Investment Financial Group, LLC $174.6M · Webster, NY+ A.g. Morgan Financial Advisors, LLC $174.6M · Massapequa, NY+ Avocet Capital Management LLC $157.8M · Northbrook, IL+ Breakwater Capital $156.6M · Kalamazoo, MI
Auburn Hills, MI
Mcpherson, KS
Garden City, NY
Assets under management$166.1M$174.5M$174.5M
Asset growth, last 2 years+29%+38%+93%
Advisory staff342
Individual clients391384354
Assets per client$425K$455K$493K
Clients per advisor13096177
Main custodianFidelitySchwabSchwab
Filing with the SEC since201820222020
Tools in their stack–––
People on Advicer.bio4132

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Retirement Resources, LLC: Fidelity · Sjhl Financial Group: Schwab · Davidov Wealth Group, LLC: Schwab