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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 RFG Advisory (swap one in):+ Empirical Wealth Management $8.43B · Seattle, WA+ Zhang Financial $8.37B · Portage, MI+ Brown Advisory $7.57B · Norfolk, VA+ Jmg Financial Group LTD $7.5B · Downers Grove, IL
Vestavia Hills, AL
Boston, MA
Dubuque, IA
Assets under management$7.97B$8.37B$7.57B
Asset growth, last 2 years+106%+103%+19%
Advisory staff17812200
Individual clients17,207657,515
Assets per client$463K$128.8M$1M
Clients per advisor97538
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–4
People on Advicer.bio196–10

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

ToolRFG AdvisoryBattery Global Advisors, LLCAvantax Planning Partners, Inc.
Custodial Platform
AdviceWorks––Uses it
Charles Schwab––Uses it
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: RFG Advisory: Schwab, Fidelity · Battery Global Advisors, LLC: Fidelity · Avantax Planning Partners, Inc.: Schwab, Fidelity