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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 Spinnaker Financial Group, LLC (swap one in):+ Amy T. Sharp, CFP, LLC $62.4M+ Hachiko Financial USA Corp. $62.4M · Coral Gables, FL+ Imagine Financial Security LLC $56.4M · Chattanooga, TN+ Schuler Wealth Planning LLC $56M · Powell, OH
Independence, OH
Findlay, OH
Assets under management$59.4M$62.4M$62.4M
Asset growth, last 2 years––+38%
Advisory staff111
Individual clients10811635
Assets per client$550K$538K$1.8M
Clients per advisor10811635
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Spinnaker Financial Group, LLC: none listed · Infresh, Inc.: none listed · Northstar Financial Advisors LLC: Schwab