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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+ Egi Financial, Inc. $348.7M · Akron, OH
Hudson, OH
Cleveland, OH
Bethesda, MD
Assets under management$368.6M$388.6M$387.1M
Asset growth, last 2 years+18%+26%+43%
Advisory staff6104
Individual clients314343225
Assets per client$1.2M$1.1M$1.7M
Clients per advisor523456
Main custodianFidelityPershingFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack3–1
People on Advicer.bio644

From each firm's latest Form ADV (Mar 2026, Sep 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.Macroview Investment Management LLC
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoney––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Ruggaard & Associates: Fidelity, Schwab · Reed Financial Services, Inc.: Pershing · Macroview Investment Management LLC: Fidelity, Schwab, Delaware Charter Guarantee & Trust Company, Inc.