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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 Roxbury Financial (swap one in):+ Harbour Financial Resources, LTD $189.8M · Skokie, IL+ Calvert Wealth Management, Inc. $189.6M · Dunkirk, MD+ Kennon-Green & Co. $171.4M · New Albany, OH+ Genesis Financial Group, LLC $171.3M · Paramus, NJ
Mount Arlington, NJ
Jacksonville, FL
Assets under management$180.5M$189.6M$189.8M
Asset growth, last 2 years–+86%+44%
Advisory staff284
Individual clients239148296
Assets per client$755K$1.3M$641K
Clients per advisor1201974
Main custodianFidelityFidelitySchwab
Filing with the SEC since202420232024
Tools in their stack111
People on Advicer.bio295

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

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.

ToolRoxbury FinancialFinancial Independence Advisors, LLCT&T Capital Management
CRM
HubSpot––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Roxbury Financial: Fidelity · Financial Independence Advisors, LLC: Fidelity, Newedge Securities, Inc. · T&T Capital Management: Schwab