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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+ Avantax Planning Partners, Inc. $7.57B · Dubuque, IA
Vestavia Hills, AL
Boston, MA
Downers Grove, IL
Assets under management$7.97B$8.37B$7.5B
Asset growth, last 2 years+106%+103%+38%
Advisory staff1781266
Individual clients17,207651,776
Assets per client$463K$128.8M$4.2M
Clients per advisor97527
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–1
People on Advicer.bio196–48

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, LLCJmg Financial Group LTD
Client File Sharing
ShareFile––Uses it
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: RFG Advisory: Schwab, Fidelity · Battery Global Advisors, LLC: Fidelity · Jmg Financial Group LTD: Schwab