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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):+ Douglas C. Lane & Associates $8.44B · New York, NY+ Zhang Financial $8.37B · Portage, MI+ Brown Advisory $7.57B · Norfolk, VA+ Avantax Planning Partners, Inc. $7.57B · Dubuque, IA
Vestavia Hills, AL
Boston, MA
Seattle, WA
Assets under management$7.97B$8.37B$8.43B
Asset growth, last 2 years+106%+103%+53%
Advisory staff1781257
Individual clients17,207652,394
Assets per client$463K$128.8M$3.5M
Clients per advisor97542
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–3
People on Advicer.bio196–66

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

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, LLCEmpirical Wealth Management
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: RFG Advisory: Schwab, Fidelity · Battery Global Advisors, LLC: Fidelity · Empirical Wealth Management: Schwab