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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 Tudor Financial, Inc. (swap one in):+ Barr Financial Services, LLC $269.2M · Winter Park, FL+ Capitol Financial Consultants, Inc. $269.2M · Mclean, VA+ Pursue Wealth Partners, LLC $243.4M+ Munn Wealth Management, LLC $242.3M · Maumee, OH
Dayton, OH
Springboro, OH
Lima, OH
Assets under management$256.3M$271.9M$269.4M
Asset growth, last 2 years+29%+88%+47%
Advisory staff692
Individual clients431647243
Assets per client$595K$420K$1.1M
Clients per advisor7272122
Main custodianFidelityRaymond JamesLPL Financial
Filing with the SEC since2012 or earlier20172023
Tools in their stack–2–
People on Advicer.bio7102

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

ToolTudor Financial, Inc.Invest Capital PartnersHardy & Hardy Co LLC
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Tudor Financial, Inc.: Fidelity · Invest Capital Partners: Raymond James, Schwab · Hardy & Hardy Co LLC: LPL Financial, Aegon USA Securities, Inc.