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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 Round Table Financial (swap one in):+ The Hatlestad Group $47.9M · Edina, MN+ Dubeau Capital USA Inc. $47.9M · Quebec City, Quebec+ Fletching Arrows Wealth Management LLC $43.3M · Loveland, CO+ Physicians Wealth Solutions, LLC $43.3M · Columbus, OH
Little Rock, AR
Friendswood, TX
Assets under management$45.6M$47.9M$47.9M
Asset growth, last 2 years–––
Advisory staff311
Individual clients262892
Assets per client$1.8M$1.7M$521K
Clients per advisor92892
Main custodian–––
Filing with the SEC since201920262026
Tools in their stack––1
People on Advicer.bio311

From each firm's latest Form ADV (Mar 2026, Feb 2026, Aug 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

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.

ToolRound Table FinancialBrightpath Financial, Inc.Worthen Financial Advisors
Schedule Apps
Calendly––Uses it