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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):+ Ag Asset Advisory, LLC $440.5M · Los Angeles, CA+ 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
Lewisburg, PA
Assets under management$419.2M$440.3M$440.4M
Asset growth, last 2 years+29%+25%+43%
Advisory staff563
Individual clients170858920
Assets per client$2.5M$513K$479K
Clients per advisor34143307
Main custodianSchwabSchwabRaymond James
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack–––
People on Advicer.bio4154

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Ridgewood Investments: Schwab, Fidelity, Folio, Interactive Brokers · Sgl Investment Advisors, Inc.: Schwab · Tower Wealth Partners: Raymond James