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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):+ Integrity Advisory Partners LLC $46.1M · New York, NY+ Green Peaks Planning $46.1M+ Frontier Financial Planning & Capital Management, Inc. $41.7M · Hillsborough, NJ+ Keystone Financial Consultants, Inc. $41.7M
Sioux Falls, SD
Assets under management$43.9M$46.1M$41.7M
Asset growth, last 2 years––−27%
Advisory staff122
Individual clients12212589
Assets per client$360K$369K$468K
Clients per advisor1226345
Main custodian–––
Filing with the SEC since202620232012 or earlier
Tools in their stack––1
People on Advicer.bio122

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

ToolRex Leigh JonesSphinx Investments LLCResolve Capital Management LLC
Website Builders
Wix––Uses it