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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 Ryan Investments (swap one in):+ J.f. Williams Co., Inc. $286.5M · Denver, CO+ Lotusgroup Advisors $286M · Denver, CO+ Mcdonough Capital Management, Inc. $258.2M · Orlando, FL+ Bruce G. Allen Investments, LLC $258.1M · Denver, CO
Basalt, CO
Fort Collins, CO
Valdosta, GA
Assets under management$272M$286.4M$258.4M
Asset growth, last 2 years+78%+146%+64%
Advisory staff336
Individual clients138184494
Assets per client$2M$1.6M$523K
Clients per advisor466182
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20232019
Tools in their stack1–4
People on Advicer.bio366

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

ToolRyan InvestmentsJim Saulnier & Associates, LLCBush Wealth Management
CRM
HubSpot––Uses it
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Ryan Investments: none listed · Jim Saulnier & Associates, LLC: Schwab · Bush Wealth Management: Schwab