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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 Rossjohnson & Associates, LLC (swap one in):+ Capital Preservation Partners, Inc. $222.4M · Bronxville, NY+ Flax Pond Capital, LLC $222.3M+ Sterling Manor Financial, LLC $201M · Saratoga Springs, NY+ My Portfolio Guide, LLC $201M · Seal Beach, CA
Plymouth, MN
St. Paul, MN
Assets under management$211.6M$224.1M$222.3M
Asset growth, last 2 years+41%+41%+140%
Advisory staff321
Individual clients27235225
Assets per client$778K$6.4M$988K
Clients per advisor9118225
Main custodianSEISchwabSchwab
Filing with the SEC since201820202021
Tools in their stack–––
People on Advicer.bio421

From each firm's latest Form ADV (Mar 2026, Jan 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: Rossjohnson & Associates, LLC: SEI · Bright Angel Advisors LLC: Schwab · Q Capital Solutions: Schwab, Fidelity