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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 Ridgewood Investments (swap one in):+ Tower Wealth Partners $440.4M · Lewisburg, PA+ Burford Brothers, Inc. $440.2M · Dallas, TX+ Luminvest Wealth Management LLC $398M · Scottsdale, AZ+ Concord Investment Counsel $397.9M · Irvine, CA
Springfield, NJ
Missoula, MT
Los Angeles, CA
Assets under management$419.2M$440.3M$440.5M
Asset growth, last 2 years+29%+25%+41%
Advisory staff562
Individual clients17085835
Assets per client$2.5M$513K$12.6M
Clients per advisor3414318
Main custodianSchwabSchwabWells Fargo
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack––2
People on Advicer.bio4152

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

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.

ToolRidgewood InvestmentsSgl Investment Advisors, Inc.Ag Asset Advisory, LLC
CRM
HubSpot––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Ridgewood Investments: Schwab, Fidelity, Folio, Interactive Brokers · Sgl Investment Advisors, Inc.: Schwab · Ag Asset Advisory, LLC: Wells Fargo