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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):+ Macroview Investment Management LLC $387.1M · Bethesda, MD+ Archvest Wealth Advisors, Inc. $387M · Concord, CA+ Sykon Capital LLC $350.1M · Harrison, NY+ Egi Financial, Inc. $348.7M · Akron, OH
Hudson, OH
Cleveland, OH
Lafayette, CA
Assets under management$368.6M$388.6M$387.1M
Asset growth, last 2 years+18%+26%+120%
Advisory staff6105
Individual clients314343276
Assets per client$1.2M$1.1M$1.4M
Clients per advisor523455
Main custodianFidelityPershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack3––
People on Advicer.bio645

From each firm's latest Form ADV (Mar 2026, May 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.Lewis Asset Management
Custodial Platform
Charles SchwabUses it––
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Ruggaard & Associates: Fidelity, Schwab · Reed Financial Services, Inc.: Pershing · Lewis Asset Management: Schwab