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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+ Nexwealth LLC $172.2M · Palm Beach Gardens, FL+ Evolution Wealth Management Inc. $171.7M · Fort Myers, FL
Tampa, FL
Greenwood Village, CO
Orlando, FL
Assets under management$181.3M$190.5M$171M
Asset growth, last 2 years+18%+44%–
Advisory staff121
Individual clients77219115
Assets per client$2.4M$870K$1.5M
Clients per advisor77110115
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20212024
Tools in their stack2––
People on Advicer.bio121

From each firm's latest Form ADV (Feb 2026, Jul 2026, Aug 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 StrategiesYandell Investments, LLC
Custodial Platform
Charles SchwabUses it––
Planning Light
AdvyzonUses it––

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