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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 Toups Capital Advisors LLC (swap one in):+ Rs Wealth Management, Inc. $47.7M+ Cookson Financial, LLC $47.7M · Excelsior, MN+ Investor Resources Inc $43.1M · Bothell, WA+ Burton Wealth Management $43.1M · Scottsdale, AZ
Fairfield, CT
Assets under management$45.4M$47.7M$47.7M
Asset growth, last 2 years–+51%+147%
Advisory staff131
Individual clients185483
Assets per client$2.5M$883K$575K
Clients per advisor181883
Main custodian––Axos Clearing
Filing with the SEC since20262012 or earlier2023
Tools in their stack–––
People on Advicer.bio131

From each firm's latest Form ADV (Jul 2026, Jun 2026, Sep 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: Toups Capital Advisors LLC: none listed · Compass: none listed · Graylark Financial, LLC: Axos Clearing