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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 Rex Leigh Jones (swap one in):+ Attainable Wealth $46.1M+ Green Peaks Planning $46.1M+ Resolve Capital Management LLC $41.7M · Sioux Falls, SD+ Frontier Financial Planning & Capital Management, Inc. $41.7M · Hillsborough, NJ
New York, NY
Assets under management$43.9M$46.1M$46.1M
Asset growth, last 2 years––+27%
Advisory staff122
Individual clients12212540
Assets per client$360K$369K$1.2M
Clients per advisor1226320
Main custodian––Schwab
Filing with the SEC since202620232023
Tools in their stack–––
People on Advicer.bio122

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

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

Custodians on Form ADV: Rex Leigh Jones: none listed · Sphinx Investments LLC: none listed · Integrity Advisory Partners LLC: Schwab