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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+ Fulcrum Wealth Advisors, LLC $208M · Bellevue, WA
Newport, RI
Scottsdale, AZ
Assets under management$219.2M$230.3M$208M
Asset growth, last 2 years−9%+119%+78%
Advisory staff242
Individual clients117229195
Assets per client$1.9M$1M$1.1M
Clients per advisor595798
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20232021
Tools in their stack2–4
People on Advicer.bio242

From each firm's latest Form ADV (Feb 2026, Apr 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 CapitalAlere Planning LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)Uses it––
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney––Uses it
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Slocum, Gordon & Co. LLP: Fidelity · Sl Capital: Schwab · Alere Planning LLC: Schwab