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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 Rutherford Asset Planning, Inc. (swap one in):+ Masus Financial Group, LTD. $190.6M · Batavia, IL+ Vanguard Capital $190.4M · Denver, CO+ Evolution Wealth Management Inc. $171.7M · Fort Myers, FL+ Yandell Investments, LLC $171M · Orlando, FL
Tampa, FL
Greenwood Village, CO
Palm Beach Gardens, FL
Assets under management$181.3M$190.5M$172.2M
Asset growth, last 2 years+18%+44%+33%
Advisory staff125
Individual clients77219147
Assets per client$2.4M$870K$1.2M
Clients per advisor7711029
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20212020
Tools in their stack2–2
People on Advicer.bio121

From each firm's latest Form ADV (Feb 2026, Jul 2026, Jun 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.

ToolRutherford Asset Planning, Inc.Wisdom Wealth StrategiesNexwealth LLC
CRM
HubSpot––Uses it
Custodial Platform
Charles SchwabUses it––
Performance Reporting
Addepar––Uses it
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Rutherford Asset Planning, Inc.: Schwab · Wisdom Wealth Strategies: Schwab · Nexwealth LLC: Fidelity