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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+ Superior Planning Wealth Management & Family Office $349.6M · San Diego, CA+ Egi Financial, Inc. $348.7M · Akron, OH
Hudson, OH
Cleveland, OH
Harrison, NY
Assets under management$368.6M$388.6M$350.1M
Asset growth, last 2 years+18%+26%+20%
Advisory staff6106
Individual clients314343647
Assets per client$1.2M$1.1M$541K
Clients per advisor5234108
Main custodianFidelityPershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack3–3
People on Advicer.bio645

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.Sykon Capital LLC
Client File Sharing
Egnyte––Uses it
Custodial Platform
Charles SchwabUses it––
Planning Light
AdvyzonUses it–Uses it
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: Ruggaard & Associates: Fidelity, Schwab · Reed Financial Services, Inc.: Pershing · Sykon Capital LLC: Schwab