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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 Taher Financial Planning (swap one in):+ Olde World Investments $175K+ The $ Coach, LLC $173K+ Eia Investments LLC $154K · Salisbury, CT+ Fmd Wealth Advisors LLC $140K · White Plains, NY
Brooklyn, NY
Dallas, TX
Assets under management$162K$174K$177K
Asset growth, last 2 years––−98%
Advisory staff111
Individual clients9–2
Assets per client$18K–$88K
Clients per advisor9–2
Main custodian––Interactive Brokers
Filing with the SEC since202620262017
Tools in their stack1–1
People on Advicer.bio111

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

ToolTaher Financial PlanningFso WealthStrategic International
Custodial Platform
Interactive Brokers––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Taher Financial Planning: none listed · Fso Wealth: none listed · Strategic International: Interactive Brokers