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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 Slocum, Gordon & Co. LLP (swap one in):+ Redwood Investment Group, Inc $230.3M · Fort Bragg, CA+ Aljen Asset Management LLC $230.2M · Cedar Knolls, NJ+ Longview Financial Advisors, Inc. $208.2M · Huntsville, AL+ Alere Planning LLC $208M
Newport, RI
Scottsdale, AZ
Denver, CO
Assets under management$219.2M$230.3M$230.4M
Asset growth, last 2 years−9%+119%–
Advisory staff245
Individual clients11722954
Assets per client$1.9M$1M$4.3M
Clients per advisor595711
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20232023
Tools in their stack2–2
People on Advicer.bio245

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

ToolSlocum, Gordon & Co. LLPSl Capital7two
Custodial Platform
Wealthscape (Fidelity)Uses it––
Performance Reporting
Addepar––Uses it
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Slocum, Gordon & Co. LLP: Fidelity · Sl Capital: Schwab · 7two: Schwab