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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):+ 7two $230.4M · Denver, CO+ 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
Fort Bragg, CA
Assets under management$219.2M$230.3M$230.3M
Asset growth, last 2 years−9%+119%+66%
Advisory staff243
Individual clients117229753
Assets per client$1.9M$1M$306K
Clients per advisor5957251
Main custodianFidelitySchwab–
Filing with the SEC since2012 or earlier20232021
Tools in their stack2––
People on Advicer.bio244

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 CapitalRedwood Investment Group, Inc
Custodial Platform
Wealthscape (Fidelity)Uses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Slocum, Gordon & Co. LLP: Fidelity · Sl Capital: Schwab · Redwood Investment Group, Inc: none listed