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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 Thames Financial Management (swap one in):+ 5t Wealth, LLC $331.4M · Napa, CA+ The Mchugh Group, LLC $331.3M+ Its Asset Management, L.p. $297.8M · North Haven, CT+ Avos Capital Management, LLC $297.8M · Darien, CT
Norwich, CT
Columbus, OH
Charlotte, NC
Assets under management$315.4M$331.3M$331.3M
Asset growth, last 2 years+60%+28%+19%
Advisory staff1315
Individual clients2923061,228
Assets per client$1.1M$1.1M$270K
Clients per advisor29210282
Main custodianFidelityStifelSchwab
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack2––
People on Advicer.bio2319

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

ToolThames Financial ManagementCambridge Financial Group, Inc.Insight Folios
Digital Marketing
Snappy KrakenUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Thames Financial Management: Fidelity · Cambridge Financial Group, Inc.: Stifel, Securities America, Schwab, Fidelity, Morgan Stanley · Insight Folios: Schwab