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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 Ruggaard & Associates (swap one in):+ Lewis Asset Management $387.1M · Lafayette, CA+ Archvest Wealth Advisors, Inc. $387M · Concord, CA+ Sykon Capital LLC $350.1M · Harrison, NY+ Superior Planning Wealth Management & Family Office $349.6M · San Diego, CA
Hudson, OH
Cleveland, OH
Akron, OH
Assets under management$368.6M$388.6M$348.7M
Asset growth, last 2 years+18%+26%+70%
Advisory staff6108
Individual clients314343292
Assets per client$1.2M$1.1M$1.2M
Clients per advisor523437
Main custodianFidelityPershingWells Fargo
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack3–2
People on Advicer.bio6410

From each firm's latest Form ADV (Mar 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.

ToolRuggaard & AssociatesReed Financial Services, Inc.Egi Financial, Inc.
Custodial Platform
Charles SchwabUses it–Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Ruggaard & Associates: Fidelity, Schwab · Reed Financial Services, Inc.: Pershing · Egi Financial, Inc.: Wells Fargo, Schwab