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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 Strategic Planning Group, Inc. (swap one in):+ Marnoa Private Wealth Counsel LTD. $229.6M · Waterloo,Ontario+ Turner Financial Group, Inc. $229.6M · Pace, FL+ Flying Point Financial, Inc. $206.7M · North Andover, MA+ Osbon Capital Management, LLC $205.3M · Boston, MA
Wellesley, MA
Great Barrington, MA
Clarion, IA
Assets under management$218.6M$229.7M$229.7M
Asset growth, last 2 years+27%–+10%
Advisory staff2514
Individual clients265209699
Assets per client$825K$1.1M$329K
Clients per advisor1334250
Main custodianRBCFidelitySchwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–23
People on Advicer.bio258

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

ToolStrategic Planning Group, Inc.Tableaux WealthBradford Financial Center
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Strategic Planning Group, Inc.: RBC · Tableaux Wealth: Fidelity · Bradford Financial Center: Schwab, SEI