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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 Solist Financial (swap one in):+ Springboard Asset Management LLC $136.8M · Cheshire, CT+ Wealthkare.com, Inc. $136.7M · Mount Union, PA+ Kahn Financial Group $122.6M · Clearwater, FL+ Lionsbridge Wealth Management LLC $122.4M · Jacksonville Beach, FL
Tampa, FL
Sarasota, FL
West Palm Beach, FL
Assets under management$130.1M$137.7M$137.6M
Asset growth, last 2 years–––
Advisory staff134
Individual clients84134392
Assets per client$1.5M$1M$351K
Clients per advisor844598
Main custodian–Schwab–
Filing with the SEC since202320242024
Tools in their stack–11
People on Advicer.bio235

From each firm's latest Form ADV (Aug 2026, Mar 2026, Oct 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.

ToolSolist FinancialPrince Asset Management, Inc.Ruggiero Investments
Schedule Apps
Calendly––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Solist Financial: none listed · Prince Asset Management, Inc.: Schwab · Ruggiero Investments: none listed