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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+ Concord Investment Counsel $397.9M · Irvine, CA+ Prometheus Capital Management Corp. $397.8M · Yardley, PA
Springfield, NJ
Missoula, MT
Scottsdale, AZ
Assets under management$419.2M$440.3M$398M
Asset growth, last 2 years+29%+25%+179%
Advisory staff562
Individual clients170858140
Assets per client$2.5M$513K$2.8M
Clients per advisor3414370
Main custodianSchwabSchwabAltruist
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack––5
People on Advicer.bio4151

From each firm's latest Form ADV (Apr 2026, Sep 2026, Feb 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.Luminvest Wealth Management LLC
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Ridgewood Investments: Schwab, Fidelity, Folio, Interactive Brokers · Sgl Investment Advisors, Inc.: Schwab · Luminvest Wealth Management LLC: Altruist