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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+ Gates Pass Advisors, LLC $207.6M · Los Altos, CA+ Flying Point Financial, Inc. $206.7M · North Andover, MA
Wellesley, MA
Great Barrington, MA
Boston, MA
Assets under management$218.6M$229.7M$205.3M
Asset growth, last 2 years+27%–+43%
Advisory staff252
Individual clients26520955
Assets per client$825K$1.1M$3.7M
Clients per advisor1334228
Main custodianRBCFidelityFidelity
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–2–
People on Advicer.bio252

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 WealthOsbon Capital Management, LLC
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Strategic Planning Group, Inc.: RBC · Tableaux Wealth: Fidelity · Osbon Capital Management, LLC: Fidelity